Thank You for Joining the Client Advisory Board!

Your insights will help Synergos make financial planning clearer, more efficient, and more useful.

Why Your Feedback Matters

Synergos's goal is straightforward: validate what’s working, fix friction points, and prioritize improvements that matter most to you.

What to expect next: once a quarter, Synergos will send a short 10–15 minute questionnaire focused on a single area (e.g., processes, deliverables, or dashboard usability). David will share back key takeaways and the changes he'll implement as a result.

As a thank-you for your time each quarter, you’ll receive a $25 gift card.

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Synergos Advisory LLC • Synergos appreciates your candid feedback.