Your Next-Step Financial Plan
Your Life. Your Goals. Our Guidance.
Making a Career Transition or Thinking about Retirement?
Are you ready for the next chapter?
SYM is currently providing abbreviated financial plans, customized to your particular needs, to help you gain clarity for your next steps forward.
Here is what we’ll deliver
One meeting. One financial plan. Answers to your questions.
How will I be affected by healthcare costs?
What is the best strategy for my 401(k)?
How do I maximize my equity compensation?
What tax strategies should I consider?
How can I best optimize my severance?
How does this affect my retirement timeline?
How do I adjust to meet my goals?
Whether you have a work benefit that covers your financial plan or not, there is no cost or obligation for this deliverable.
Frequently Asked Questions
It starts with a meeting. We’ll ask questions to understand your goals, your cash needs, and gather data on your current financial picture. Confidentiality is key for fiduciaries like us. Anything you choose to share is protected in strict confidence.
We then get to work on delivering an abbreviated financial plan for you. You gain clarity in the moment and some choices to consider. And if you decide that you’d like SYM to execute on any of the recommendations, we’ll go more in depth with you.
Yes!
SYM produces a detailed financial plan for you, in print or digital form, that delivers a comprehensive view of your future probabilities (if crystal balls were real – and we know they are not – this would resemble a highly analytical version). The plan will illuminate ways that you can impact your future by prioritizing your decisions and executing strategies for specific goals.
We stress-test your plan. We measure the probability of your success by running 1,000 simulations of possible outcomes to give you a score. And we help you impact that score by recommending adjustments and changes when needed to reach your desired outcome.
Book a meeting via the button above or simply call us at 800-888-7968! Let us know you are facing changes with Dow and that you want to build a Next-Step Financial Plan.
There is no cost or obligation for this abbreviated financial plan. We will only go deeper if you ask us too.
