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.

Which best describes your profession?

How far are you from retirement?

When there’s a task on your plate, such as sending information or completing a form, which describes you best?

How do you make decisions once you have the analysis?

How organized are your financial documents?

What communication style do you prefer?

Are you comfortable following a structured planning process?

Synergos financial planning engagements are generally structured as ongoing 12-month planning relationships, with annual planning fees typically ranging from approximately $3,000 to $12,000+ depending on complexity and scope. Are you comfortable exploring that type of planning relationship?

This does not commit you to working with Synergos. It simply helps confirm whether the planning model and fee structure are aligned with what you are seeking.

Are you comfortable working through an ongoing planning relationship that may involve implementation, follow-up tasks, and periodic planning updates throughout the year?

Which best describes what you are looking for?

Your responses help ensure alignment regarding planning scope, communication style, engagement expectations, fees, and overall fit.