Financial Planning for a Better Future
The world of investing can feel like a giant maze. Progress Wealth Management has created numerous guides tackling a variety of different topics. Click on the link to the right to get access to our complimentary resources.
Tools, guidance, inspiration & advice to help you create a successful financial future.
Blaine Thiederman MBA, CFP®
Founder and Principal Financial Planner
As a CFP® professional, it’s my life’s mission to provide unbiased financial education, advice, and guidance to help my clients create their path to financial independence.
As an independent advisor and fiduciary, I have a legal and ethical responsibility to help you make decisions based on what’s in your best interests.
Concerned about the stock market, market volatility and your portfolio?
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The Progress Wealth Management Difference
Our core values as CFP® professionals are rooted in honesty, integrity, and objectivity.
What makes us different is simple.
- Non-Commissioned Fiduciaries
- Your own dedicated CFP® professional
- Transparent, easy-to-understand fees
- 24/7 Access to your Dashboard
- Tax-sensitive portfolios tailored to your goals
- Specialized expertise in tax and financial planning for working professionals
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As your life and the world change, so do your financial priorities. Stay up to date on the topics that affect you now and in the future.
How We Help
At Progress Wealth Management, we structure our client service model to fit the needs of our clients. We’re confident that you’ll be better prepared for your future and better manage your today as a result of hiring us.
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Common Questions We Help Our Clients Answer
How can I plan for the future in the most tax-efficient way?
How can I plan for the future in the most tax-efficient way?
Every year, we’ll analyze how you’re saving and deliver specific advice on how you should save given all the available account types.
What this means to you is, that we’ll be guaranteeing that you’re saving in the most tax-efficient way feasible each and every year as you plan for your future.
What can be done today to ensure I’m not throwing money away from any of my employer-sponsored benefits?
What can be done today to ensure I’m not throwing money away from any of my employer-sponsored benefits?
We’ll re-evaluate your employer benefits every year to see if any adjustments are necessary. If they are, we’ll review the adjustments and see if any changes are necessary to how you’re using the benefits your employer provides to you. As fiduciary financial advisors, we’re legally bound to always act in your best interests, including when we’re analyzing your employer benefits.
What can I do today to decrease my tax burden?
What can I do today to decrease my tax burden?
Every year, we’ll review your 1040 and evaluate if you missed anything including tax saving opportunities or if you made a mistake filing your taxes. Through a proper tax plan, you could save literally thousands per year in taxes, depending on who you are and your tax circumstances.
What can I do differently to grow my money more effectively?
What can I do differently to grow my money more effectively?
We’ll review every account you own and ensure that each one is invested optimally given the goals you’ve set and your risk tolerance so you know that you’re giving yourself the best shot at reaching your goals and growing your funds as fast as prudently possible.
Why should I hire a CFP® professional over a non-CFP®?
Why should I hire a CFP® professional over a non-CFP®?
Working with a CFP® professional provides peace of mind, as she or he is trained to guide you through the daunting process of pulling your financial life together into a clear picture so you know exactly what you need to do at this point in time to reach your goals. Click here to learn more about the difference.
How should I approach my equity compensation to ensure I’m not wasting money on taxes or missed benefits?
How should I approach my equity compensation to ensure I’m not wasting money?
As you receive stock options, we’ll help you understand the tax obligations of exercising employer-provided stock options including ISOs, NSO, and ESPPs, and how to strategize given each of these.
Do I need an estate plan and, if so, how should it look?
Do I need an estate plan and, if so, how should it look?
Most everyone needs at least a will. Every year, we’ll reevaluate your estate plan and see if it accomplishes what you hope for it to and, if it doesn’t, we’ll help you find the lowest cost and easiest way to make the necessary adjustments.
Getting sued could ruin my financial plan. How do I protect myself?
Getting sued could ruin my financial plan. How do I protect myself?
We’ll review every insurance policy you have at least once a year to ensure that
- you aren’t wasting money by being over-insured
- to verify you have the appropriate types of insurance
- to ensure you’ve purchased the most competitive policies available in your zip code
How should I approach paying off my student loans?
Through Progress Wealth Management, you’ll work with a specialized expert to help you evaluate and implement Public Service Loan Forgiveness, Income Based Repayment, Income Contingent Repayment, or none of the above depending on what’s appropriate at this point in time.
How can I ensure that I’m maximizing my earning potential early enough, and getting paid what I’m worth?
How can I ensure that I’m maximizing my earning potential early enough, and getting paid what I’m worth?
Every year, you’ll receive a comprehensive analysis of your compensation, benefits, and work-life balance for your level of skill and experience. This analysis will compare your pay to what individuals with a similar level of experience at competing companies in the same industry and competing industries would provide you.
What this typically helps our clients understand is whether it makes to renegotiate or leave their current employer for a competitor if they’re unhappy with their jobs.
