Synergos Fit Assessment
This brief questionnaire helps determine whether Synergos’ ongoing financial planning model is the right fit for your situation, planning needs, and preferred way of working.
These questions are about fit, timing, work style, planning scope, and making sure there is a clear understanding of how Synergos financial planning engagements generally work.
How Financial Planning Engagements Work
Synergos generally works through ongoing financial planning relationships rather than one-time project work.
Most engagements are structured as 12-month planning relationships. Planning work is often front-loaded during the first several months, followed by implementation support, follow-up, and planning adjustments throughout the year.
- Planning fees are paid directly for advice and financial planning services.
- Annual planning fees generally range from approximately $3,000 to $12,000+ depending on complexity and scope.
- Fees are typically paid in monthly installments.
- Final scope and fees are reviewed before any engagement begins.
- Synergos provides tax-aware financial planning and projections but does not prepare or file tax returns.
- When appropriate, Synergos may coordinate planning with a client's CPA, attorney, or other professional.
Important: Synergos may not be the right fit for individuals seeking only a one-time financial plan, a single isolated project, investment management without broader planning, tax-return preparation, or specialized international or cross-border tax advice.