Build Your Plan


Allow Synergos to serve as your guide on your path toward your aspirations.
Select the categories below that match your interests.
Your custom plan will fall under one of three tiers: Pathfinder, Navigator or Trailblazer.
Pathfinder Navigator Trailblazer
Dependents
None
One or more
Special-needs child, blended family
Household Income
Less than $100,000
$100,000 - $300,000
More than $300,000
Net Worth
$100,000 - $250,000
$250,001 - $750,000
More than $750,000
Sources of Income
Employment, pension, dividend, interest
Self-employed, Social Security, retirement, alimony, rental, disability income
Estate, royalties, trust, foreign, taxable windfall, inheritance, business income/sale
Balance Sheet and Cash Flow needs
Summary of current net worth and/or cash flow
Detailed net worth and cash flow statements, rent vs. purchase, and refinance analysis
Detailed personal and business cash flow statements and balance sheets
Risk Management / Insurance needs
Summary of current coverage
Gap/adequacy analysis
Complex protection need analysis
Legacy needs
Summary of estate/trust documents and beneficiary designations
Gap/adequacy analysis of assets, ownership, and estate needs
Multiple needs/trusts and gifting strategies/business succession and exit strategies
Wealth Management
One or two accounts, consolidation of accounts
Multiple accounts or institutions, multiple asset classes
Advanced investment strategies, ESOP/RSU/ISO
Tax Management
Salary/wages, interest/dividends, itemized deductions
Self-employment, multiple capital gains/losses
Business, rental or farm income and/or entity selection
Goals
Up to two
Three or four
More than four
Financial Coaching
Semi annual meetings
Quarterly meetings
Monthly meetings
Planning Tiers Pathfinder
$500 - $2,750
Navigator
$2,751 - $4,525
Trailblazer
$4,526 - $6,750
Estimated Fee: $0