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 you need to create a successful financial future.
Blaine Thiederman MBA, CFP®
Founder and Principal Financial Planner
As a CERTIFIED FINANCIAL PLANNER™, 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.
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The Progress Wealth Management Difference
Our core values are rooted in integrity, innovation, reliability, specialized expertise, accountability, transparency and objectivity.
- Fiduciaries
- Transparent, easy-to-understand fees
- The Progress Wealth Management Response Commitment
- 24/7 Access to your Dashboard
- Tailored, tax-sensitive portfolios
- Specialized Expertise in helping high-earning individuals
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As the world changes, so do your financial priorities. Stay up to date on the topics that affect you now and in the future.
Our Process
At Progress Wealth Management, we structure our client service model to fit your current financial needs, goals and circumstances. We’ll custom build your financial plan so you know what to expect throughout the year in order to help you make the progress you hope for.
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Common Questions We Help Our Clients Answer
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, 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 any of my employer sponsored benefits?
Every year, we’ll reevaluate your employer benefits 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.
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.
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.
How can I grow my rental property empire in a smart way?
We’ll help you to understand
- How to save
- When to refinance
- How much to put down when buying
- What mortgage provider to use
- How to evaluate what homes are worth buying or not
How should I approach my stock options 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 ISO’s, NSO, ESPPs and how to strategize given each of these.
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.
How do I protect myself from liability of getting either by clients or from whatever could happen?
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?
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.
