Finsyn Logo White

Client Experience

From day one, our goal is to deliver a wonderful client experience

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

Investment Management

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.

At Financial Synergies, we are committed to providing our clients with an exceptional experience. Our financial advisors are dedicated to providing comprehensive advice and service that is tailored to each clients’ individual needs and goals. Our team is trained to provide sound advice, up to date industry knowledge, and friendly customer service. We strive to make the financial planning process as easy and stress-free as possible for our clients, always keeping their best interests in mind. Our ultimate goal is to help clients reach their goals and objectives in a timely and cost-effective manner.

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

Your Dedicated Team

We’ll give you peace of mind with our total wealth management solution.

Click on each button below for more detailed information.

Download Your Free Guide

Fill out the form below for instant access