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How a SyncMatrix consultation works
A consultation is a working session with both partners present, built around the costs you share. Here is exactly what happens, step by step, before you commit any time.
The consultation model
Two people, one structured conversation
A consultation is not a sales call. It is a working session where both partners are present and the goal is a written shared-expense structure you both chose — not a template we hand you.
We start from your actual numbers: who earns what, which costs are already shared, which debts belong to one of you, and what each of you is saving toward. From there we draft a split that fits the relationship, not a rule of thumb.
What to expect in the first session
The joint discovery session, in four parts
Ground rules
We agree the session is neutral ground. No blame for past spending; both voices carry equal weight.
Map the numbers
Together we list income, fixed shared costs, personal costs, and any debts. Nothing is judged — only recorded.
Name the goals
Each partner states the goals they actually hold, including ones they may not have said out loud before.
Draft the structure
We propose a shared-expense split and a check-in rhythm. You take it home, talk it over, and confirm by email.
Who this is for — and not for
Honest fit, before you book
A good fit
Two people who share expenses and want a deliberate structure — whether married or not, and whatever your earning split — provided both of you will sit in the same session.
Worth a different path
If only one partner is willing to attend, or the need is a single personal investment question, an individual planner may serve you better.
What we do not do
This is not a product sale: we hold no funds, sell no instruments, and promise no returns. We frame how two people plan together.