A Few More Questions to Determine Fit

Based on your initial responses, you may be a potential match for Synergos's planning process — but we need a bit more clarity before determining whether our planning model is the right fit for your goals and preferred working style.

How motivated are you to improve your financial life over the next 6 months?

How complex do you consider your financial situation?

How comfortable are you managing your own portfolio with guidance, rather than delegating fully?

If we need information from you (e.g., paystubs, statements), how quickly can you realistically provide it?