Thank You for Reaching Out to Synergos
Based on your responses, it appears that the type of advisory relationship you're seeking may not align with the long-term, comprehensive planning model that Synergos is designed around. We want you to receive guidance that fits the way you prefer to work.
Synergos focuses on ongoing, holistic planning with clients who are looking for a long-term advisory partnership. When someone prefers short-term or project-based support, or indicates they are not seeking a longer-term planning engagement, other advisors are often a better fit. Our goal is to direct you toward options that will serve you well.
Where Synergos Focuses Today
Our planning model is intentionally designed for clients who:
- Work in STEM or the tech industry
- Are typically 5 or more years from retirement
- Want a comprehensive, holistic financial plan (not project-based work)
- Prefer an ongoing, structured financial planning relationship
- Are self-directed investors who appreciate a data-driven, collaborative process
Other Options That May Serve You Well
You may find a better fit with advisory models tailored to project-based or short-term needs:
- Project-based or hourly financial planners at XY Planning Network
- Advisors who specialize in shorter-term financial engagements
- DIY or hybrid tools for early-stage organization, budgeting, or goal setting
Thank you again for considering Synergos and for taking the time to complete the Fit Assessment. We genuinely wish you clarity, confidence, and great outcomes as you move forward.