• A values-based approach to financial planning. We will help you define what values and motivations are important to you.  These serve as the foundation for you to make informed financial decisions that align with your goals and financial resources.  We have found our clients are most successful when they can make that alignment.


• Coaching. It doesn’t end with just a financial plan. As we implement and monitor progress against goals, we will work closely with you, encouraging you to make positive changes in financial behavior.  We will serve as your accountability partner, consistent with the collaborative process we advocate.


• Fiduciary duty. We always put your interests first. Synergos is a fee-only advisor and does not sell any financial products or receive commissions, referral fees or payments from insurance or investment products.


• Technology. We understand you lead a busy life. So we’ve incorporated tools to facilitate online collaboration and virtual meetings. We want to ensure your time is well spent on the process – not fighting traffic to get to and from appointments.

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