On the path to financial wellness, knowing and understanding financial products and what they can do for you can make all the difference in the world.Your world.
Here at Synergy, we want to help you reach your financial goals. Whether you are planning ahead for the short-term or long-term, the Goals tool will help you plan, prioritize and visualize your goals.
What are some ideas for goals to set?
Save for something big, like a vacation, a new car, or the latest electronic device
Set up a comfortable retirement savings goal
Pay down your credit cards
You may also want to learn about...
Budgeting Tool
Take the hassle out of budgeting by creating a personalized budget based around your lifestyle.
Debts Tool
The Debts tool can help you monitor and track all of your debts in one place and calculate different debt payoff options to find the perfect solution for you.
Spending Tool
The Spending tool breaks down how much you spend in various categories and how much income you bring in.
Learn Money Manager in minutes with our helpful demo videos for each tool.
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