Client Experience

The relationship centers around you

client experience
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. We will stay in close contact with you, so you’ll never have to wonder if you are on track to meet your financial planning goals, or how your investment portfolio is performing.

We’ll have a series of meetings as we begin the relationship – Discovery, Planning, Investments, and 45-Day Follow-Up. Then we’ll meet with you on a regular basis to review your financial plan and investments, and answer any questions that arise. In addition, we’ll have as many calls, emails, or web conferences as you like. We want the level of communication tailored to you.

client experience

Client Calendar

Starting the Relationship

MEETING 1

Discovery

MEETING 2

Financial Planning

MEETING 3

Investment Strategy

MEETING 4

45-Day Follow Up

Staying on Track

Semi-Annual Meetings

Quarterly Activities

Continuous Activities

client experience

Your Dedicated Team

client experience