We specialize in helping our clients minimize taxes, streamline their financial life, and invest appropriately to best meet their goals.
Note: These are hypothetical scenarios and do not involve any Synchronous clients
Occupation: Product Manager at Technology FirmPrimary Goals: Navigate equity compensation, continue building wealth in real estate investments
Occupation: Sales Manager and Electrical EngineerPrimary Goals: Complete a scenario analysis on career possibilities, have an accountability partner, pay flat fees
Occupation: Self-employed (owns a software firm)Primary Goals: Develop a financial plan, feel in control of financial life
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