Mike Poole has been helping individuals and families make informed financial decisions since 2004 through education and comprehensive financial planning, creating the lives they love.
Mike Poole founded Synergy Financial with a passion for helping individuals and families gain clarity and confidence in their financial lives. His approach to financial planning is centered on education, thoughtful guidance, and long-term relationships built on trust.
Mike works alongside his wife, Marianne, and together they enjoy life in the Northern Shenandoah Valley with their three dogs.
Managing risk is essential to long-term financial success. We help identify and address risks such as market volatility, inflation, tax exposure, longevity, and unexpected life events.
Through education and thoughtful planning, we help clients implement strategies designed to grow and protect the wealth they’ve worked hard to build.
A well-designed financial plan helps create long-term security and supports the legacy you want to leave for the people who matter most.
This is the time to meet with one of our coaches and mutually gauge whether the client and coach can work together. If it feels like a good fit, we will partner together to reach your financial goals.
In our Discovery Meeting, we will gather data, identify your current financial situation, and examine your philosophy, attitude, and behavior in handling your money.
This meeting reviews and confirms the details gathered during the Discovery process. It ensures accuracy and alignment before your personalized plan is developed.
We will see which recommendations make sense and implement our agreed-upon strategies. We then complete a written plan of action and create your personalized financial strategy.
Your financial strategy is a movie and not a snapshot. It is always changing. Therefore, we are committed to your long-term success through ongoing education.
"So in all things, do unto others as you would have them do unto you..." Matthew 7:12
Phone (540-533-6414)
info@synergy-financial.com
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