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How does Synergy work with me? |
 Our clients benefit from a collaborative relationship that addresses and anticipates each client's needs. We follow a disciplined wealth management process that provides a structured approach, while allowing for customization as our client's individual situations demand. Our clients experience only one kind of relationship - the kind based on deep understanding and mutual respect. In our experience, such relationships are fundamental to the success of every wealth management plan.
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Tell me about your team approach. |
We believe that a team approach is the best way to help clients properly address their comprehensive financial concerns. A client’s Synergy Financial Management planner may need to assemble a financial planning team to draw upon the talents of other trained professionals in order to help the client achieve its goals. We will act as the quarterback of the team, and it is our job to ensure that all team members are coordinating their efforts. Team members often include an attorney, CPA, trust company, mortgage broker and others.
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Do you have a courtesy consultation? |
Yes, our free initial consultation is a great way for clients to receive honest, objective guidance to financial management and the realization of their financial goals.
The goal of our first meeting together is to determine if we have the potential for a win-win relationship. This is where you can learn more about Synergy Financial Management and the way we approach financial planning and managing money. By the end of our meeting, prospective clients will be able to determine if the way we manage wealth is the way they want to create wealth for themselves.
It is our belief that our clients should be in a better situation working with our TEAM than they are working on their own. If this is not the case, we can mutually agree not to engage in a relationship.
Discover if your financial strategies are properly designed to meet your short-, mid- and long-term financial goals, and find out how Synergy can help you. Together, we can explore the four core financial foundations.
At Synergy Financial Management, our prospective clients have the opportunity to discover if their current financial strategies are aligned with their short, mid and long-term financial goals. Together, we can explore the four core financial foundations.
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