When you become a part of the Financial Synergies family, the relationship centers around you.

We’ve made every effort to ensure that from your first year as a client and beyond, we deliver a truly superior client experience.

Client Calendar

Meeting 1
Discovery

  • Discuss your financial situation and goals.
  • Answer your questions about our company.
  • Introduce our financial planning and investment philosophy.
  • Explore ways we can add value to your situation.

Meeting 2
Financial Planning

  • Review your financial assets and liabilities.
  • Identify your immediate and long-term planning needs.
  • Discuss road map for implementing and monitoring your financial plan.

Meeting 3
Investment Strategy

  • Outline our investment philosophy and strategy.
  • Evaluate your risk tolerance.
  • Review your investment plan.
  • Deliver your investment policy statement.

Meeting 4
45-Day Follow Up

  • Review status of asset transfers.
  • Review status of your financial plan.
  • Explain investment reports and online portal.
  • Schedule next meeting.

Semiannual Meetings

  • Review financial goals.
  • Update financial plan as needed.
  • Discuss quarterly reports and investment portfolio.
  • Schedule next meeting.

Quarterly Activities

  • Send detailed client newsletter.
  • Provide quarterly performance report.
  • Give market updates and commentary.
  • Your advisor will review your accounts and reach out if updates need to be discussed.

Continuous Activities

  • Investment portfolio monitoring.
  • Account trading and rebalancing.
  • Ongoing investment analysis.
  • Weekly blog and commentary.
  • Client events (social and educational).
  • Unlimited phone and email conversations with your advisor.

You have a dedicated team at your fingertips!