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Synergos Fit Assessment

Synergos Fit Assessment

This short questionnaire helps determine whether Synergos' financial planning model is likely to fit what you're looking for.

How Synergos Financial Planning Works

Synergos generally works through ongoing 12-month financial planning relationships. Planning is typically concentrated during the first several months, followed by implementation support and planning adjustments throughout the year.

Annual planning fees generally range from $3,000 to $12,000+, depending on complexity and scope, and are typically paid in monthly installments.

Synergos provides tax-aware financial planning and projections but does not prepare or file tax returns.

Which best describes your profession?

Technology / STEM

Engineering, science, or analytics outside technology

Another profession

Which best describes your current stage?

I expect to work for at least 5 more years

I expect to retire in approximately 3–5 years

I expect to retire within 3 years

I am already retired

Which best describes the type of help you are looking for?

An ongoing comprehensive financial planning relationship

Comprehensive financial planning, although I'm still exploring what type of relationship makes sense

Primarily help with a specific question or one-time project

Primarily ongoing investment management

Are any of the following a significant part of the help you are seeking?

Synergos provides comprehensive financial planning and tax-aware analysis, but some specialized services are better handled by professionals whose practices focus specifically on those areas.

No. I'm primarily looking for comprehensive financial planning

Yes. I need my advisor to prepare or file my tax returns

Yes. International or cross-border tax planning is a significant part of my needs

Possibly. I have another specialized tax, legal, or financial planning matter I would like to discuss

Annual planning fees generally range from $3,000 to $12,000+ depending on complexity and scope. Assuming the scope and value make sense, how does that range fit your expectations?

It is within the range I expected

It may be workable, but I'd like to understand the scope and fee first

It is outside the range I'm considering

Financial planning is a collaborative process. Recommendations may depend on receiving requested documents and information, such as tax returns, pay statements, benefit information, account statements, or equity compensation records. Are you comfortable providing requested information when it is needed for the analysis?

Yes

No

Which communication style works best for you?

Primarily email/asynchronous communication with focused meetings when useful

A mix of asynchronous communication and meetings

I prefer frequent scheduled meetings or calls

Synergos follows a structured planning process, from information gathering and analysis through recommendations and implementation. Are you comfortable working within that process?

Yes

No

Your responses help determine whether Synergos' planning model, scope, communication style, and engagement expectations are likely to align with what you are looking for.

Synergos Advisory LLC

Direct: 206-800-8056
plannow@synergosadvice.com

Lake Union Building
1700 Westlake Ave N Suite 200
Seattle, WA 98109

Bellevue
800 108th Ave NE Unit 1100
Bellevue, WA 98004

Redmond
8201 164th Ave NE
Redmond, WA 98052

Mailing Address
508 Yale Avenue North PMB 363
Seattle, WA 98109

Synergos Advisory LLC (“Synergos”) doing business as Synergos Advisory is a registered investment advisor offering advisory services in the State of Washington and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Synergos Advisory LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Synergos does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Synergos be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Synergos or a Synergos authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Synergos Advisory LLC is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. Synergos Advisory LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Synergos Advisory LLC’s web site or incorporated herein, and takes no responsibility thereof.

*The Betterment for Advisor platform charges a percentage asset under management fee which can range from 0.18% to 0.20% annually. The fee is discounted by 20% from the regular, retail platform and offered only through registered investment advisers. Synergos Advisory LLC does not receive any compensation or referral fees from Betterment for Advisors.

**Depending on the client needs and desires for estate planning document review, preparation, or updates, Synergos Advisory LLC (“Synergos”) will engage with Trust & Will, a third-party scrivener service, or estate planning attorneys. Synergos does not provide legal advice.

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