Thank You for Joining the Client Advisory Board!

Your insights will help us make financial planning clearer, more efficient, and more useful.

Why Your Feedback Matters

Our goal is straightforward: validate what’s working, fix friction points, and prioritize improvements that matter most to you.

What to expect next: once a quarter, we’ll send a short 10–15 minute questionnaire focused on a single area (e.g., onboarding, deliverables, or dashboard usability). We’ll share back key takeaways and the changes we implement as a result.

As a small thank-you for your time each quarter, you’ll receive a modest gift card.

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Synergos Advisory LLC • We appreciate your candid feedback.