Initial Fit Looks Promising

Synergos May Be a Good Fit for Your Planning Needs

Your responses suggest that Synergos' planning model may align well with what you're looking for. The next step is an introductory meeting to determine whether the planning relationship is a good fit on both sides.

Next Step: Schedule an Introductory Meeting

Choosing a financial advisor is a meaningful decision. The introductory meeting gives us a chance to understand what matters most to you, what you hope to accomplish, and whether working together feels like the right fit.

During the meeting, we'll:

  • Discuss what prompted you to seek financial planning and what you hope to accomplish
  • Confirm that your needs fit Synergos' planning scope and process
  • Answer questions about how the planning relationship works

30–45 minutes 

Choose a time that works for you:

 

Synergos Advisory LLC is a Registered Investment Adviser in the State of Washington. This page does not constitute a recommendation or guarantee of engagement.