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financial faq

Your top financial questions answered

1. Can you tell me about the financial planning process?
2. How do you create this blueprint?
3. Who can benefit most from your services?
4. What is “Fee-Only” financial planning and why should that be important to me?
5. I understand the benefits of working with a Fee-Only financial planner, but I might need to obtain financial products. How will I be able to do that?
6. Does Synergy Financial Planning provide only broad-based financial planning?
7. My spouse and I are just beginning to build for our financial future. We need help and guidance to get started. Will you accept us as clients?
8. I have already accumulated substantial assets and think I am doing quite well. But I want to be sure I am on track. Can you help me?
9. If I work with Synergy Financial Planning to develop a financial plan, am I obligated to purchase the recommended products?

Absolutely not. We will offer recommendations which in our professional opinion will meet your needs and objectives, but you are under no obligation to purchase them. In today’s competitive market, it makes sense to shop around for the best available product or service. For instance, if you need to obtain a life insurance or disability policy, we will suggest the kind of policy, which riders and what amounts may be best for you. We will then direct you to a choice of companies that can provide a quality product at competitive prices for you. If you wish, we can help you purchase investments and/or set up your accounts with a third-party custodian such as a discount broker.

10. How do you price your financial planning services?
11. Are your fees tax deductible?
12. Once my financial plan is completed, will our relationship end?
13. How can I get started?
14. I noticed you don’t have an office. Why not?