Financial Planning According to Your Values
Not all financial planning is created equally. While the basic planning process is the same, the result when applying one’s values to the equation can be quite different. The process begins with first discussing and determining your specific values in order to build a meaningful foundation using money as a tool, not just a means to an end. Whether you have environmental, social, religious or moral concerns, Synergy Asset Strategies, Inc. will help you determine whether your current portfolio enhances these values or undermines them.
We respect every individual’s unique values system, morals and ethical guidelines and work hard to create synergy between your values and your money. Having a clear understanding of what’s most important to you enables Synergy Asset Strategies to construct a road map that can lead to financial success. Success you can feel good about!