‘DO YOU KNOW IF YOU’RE ON TRACK TO REACH YOUR FINANCIAL GOALS?‘
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What is Financial Planning?
Financial planning is a process of setting goals, creating a roadmap, and taking action to achieve those goals. Financial planning can help individuals and families achieve financial security and stability, build wealth, and prepare for a comfortable retirement.
*Source: Russell Investments/ThinkAdvisor, 2020
Chart based on $500 monthly contribution, 3% vs. 8.2% return Please see important disclosure information at the end of this presentation.
Why do I need a Financial Plan
- Gives you a measurable goal to work towards and breaks it down into step-by-step actions
- You can reduce doubt or uncertainty about your decisions and make adjustments to help overcome obstacles
- Help gets you away from living paycheck to paycheck and all the stress that comes with it
- Makes it easier to save and grow your life savings
- Help you create an investment portfolio
- Gives you better habits when it comes to managing your money
- Considering that people with a financial plan can increase the net worth by 2.7 times, why would you risk not having one.
over 10 years of experience shared
After spending a decade working in finance, I started Progress Wealth Management to provide the advice that professionals in tech need to more easily accomplish their financial goals and live the life they want.
Here are some areas we specialize in to help you reach your financial goals.
Let me help you get financially ready.
P.S. In case you’re one of those people (like me) who just skips to the end of the letter, here’s something extra:
Want help with managing your finances and taxes
so you can build a life of financial freedom?
15-Minute Financial Action Plan
Blaine is very knowledgeable and personable. He is very client focused and results driven. You feel confident your finances are in good hands working with Blaine.
A fantastic and very professional organization. Blaine took the time to answer all my questions and has made planning for retirement extremely easy and something I actually look forward to now.
If you want a partner that listens to you, cares about your goals, cares about the people most important to you in your life. And will be there with you, for you, as you progress through the different stages of your financial journey. Then you’re in the right…. No – the best place.
Progress Wealth Management helped develop a plan so my wife and I could retire when we wanted to, early. Blaine was thorough in the questions he asked and made sure our questions were answered. I am happy to say we will go to Progress Wealth for any financial questions we have.
Download the 15-page ‘PITS Strategy’ guide for growing your wealth
*Nothing contained in this presentation constitutes tax, accounting, regulatory, legal, insurance or investment advice. Neither the information, nor any opinion, contained on in this presentation constitutes a solicitation or offer by Vise or its affiliates to buy or sell any securities or other financial instruments, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. Investing in securities involves risks, including the potential loss of money, and past performance does not guarantee future results. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. Product images shown are for informational and illustrative purposes only, and may not reflect how they will actually appear within the product. Tax loss harvesting is not suitable for all investors. Investors whose circumstances typically make tax loss harvesting unsuitable for them include, but are not limited to: (1) those in relatively low income tax brackets, and especially those who expect to be subject to higher tax rates in the future, (2) those who are planning to withdraw a large portion of their taxable assets within the next 12 months, and (3) those who trade (or whose spouses trade) any of the securities in Vise portfolio (or substantially identical securities) in external accounts, including joint accounts. Restrictions exist for wash sales and the use of specific types of losses to offset certain gains. Clients and their tax advisors are responsible for how transactions conducted in their account are reported to the IRS, or any other tax authority, on clients’ personal tax return. The tax consequences of tax loss harvesting are complex and uncertain and may be challenged by the IRS or any other tax authority. It should be noted that there are restrictions on using specific types of losses to offset certain gains. When conducting these types of transactions, you should also be aware of the IRS wash-sale rule. Vise does not provide tax advice. You should consult with your tax advisor and financial advisor for clarification. Vise AI Advisors, LLC (“Vise”) is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of Vise by the Commission.