financial planning

synergy means working together

Like you, each plan is unique.

The separate parts of the financial plan synergize to create the best and most powerful solution for YOU. Life is full of changes, so it's beneficial to have a financial advisor who can help you manage whatever comes your way.

Education and awareness are the keys to your success. You'll understand what you're doing, why you're doing it, and how these decisions impact your future.  Along the way, you'll receive useful resources to further your progress.

Fees are transparent and fair.

As a fee-only, fiduciary, and independent advisor, Synergy Wealthcare Solutions is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. You pay only for the services you choose, and there are no contract requirements, asset minimums, or hidden fees.


financial planning

Initial planning fee: $500 - 3,000

Monthly subscription fee: $249 - 599

Your subscription includes:

  • Discovery meeting & current situation summary

  • Comprehensive investment portfolio review

  • Full plan & delivery meeting

  • Prioritized action checklist

  • Checkup meetings every 3-6 months, or as needed

  • Annual comprehensive plan review

  • Access to financial planning software

  • Meetings with others - your attorney, CPA, etc.

project-based engagements

Stand-alone plan fee: $1,500 - 5,000

Your plan includes: 

  • Organization of your information & data

  • Discovery meeting & current situation summary

  • Full plan & delivery meeting

  • Prioritized action checklist with recommendations

  • 2 months post-plan Q&A support

  • Access to financial planning software for the duration of your post-plan support

investment management

Whether you're brand new to the markets or are a seasoned investor, it's critical to have investments aligned with your lifestyle, risk tolerance, and financial goals.

I've partnered with Potomac Fund Management to offer curated funds that minimize your risk exposure and maximize your investment potential. For those who invest more than $500,000, ongoing financial planning can be included in the AUM fees.

AUM June 2020.PNG