Synergos Fit AssessmentThis brief questionnaire helps us understand whether Synergos’ planning model is the right match for your situation and how you prefer to work.These questions are simply about fit, timing, and work style.Which best describes your profession? STEM / tech industry Engineering, science, or analytics outside tech Other professionsHow far are you from retirement? 5 or more years 3–5 years Less than 3 yearsWhen there’s a task on your plate (like sending information or completing a form), which describes you best? I usually complete it within a couple of days I get to it within about a week I tend to put it off unless remindedHow do you make decisions once you have the analysis? I make decisions promptly I sometimes need discussion before deciding I tend to delay decisionsHow organized are your financial documents? Very organized and easy to access Somewhat organized Not organizedWhat communication style do you prefer? Mainly async/email with focused meetings as needed Mix of async and regular meetings Frequent meetings/callsAre you comfortable following a structured planning process? Yes Maybe Not reallyAre you interested in a long-term planning engagement? Yes Maybe NoAre you interested in a comprehensive, holistic plan, or only a project-based engagement? Comprehensive / holistic Maybe / not sure Project-based only Submit AssessmentYour responses help us ensure a good mutual fit and a smoother planning experience.
