How our CFP® Professionals Help Our Clients Reach Their Goals Faster and Make Achieving Progress Easier
- We start by pairing you up with your own CFP® and Enrolled Agent (tax expert) who are dedicated to helping you make progress towards your goals as fast as we reasonably can.
- From there, we get a comprehensive view of your financial life and analyze it for its strengths, opportunities, threats, and weaknesses so we can help you understand which options provide the most juice for the squeeze and the immediate, largest steps forward.
- Once we’ve analyzed your financial life, we’ll deliver specific step-by-step advice and explain to you what you need to do next in your simple, easily understood action plan.
- We’ll hold your hand at each step of the way and make progress and change, easier. In doing so, we’ll ensure that you stay on track to reach your goals regardless of what life throws at you.
- Following this, we’ll monitor your progress towards your goals with you. You’ll have 24/7 access to industry-leading budgeting, financial planning, and investment software where you’ll be able to watch your progress along the way with your local, Colorado-based financial planner.
What makes your experience with us different:
More than just investment advice
More than just investment advice
Financial planning should take all aspects of your financial life into account — from budgeting, and cash flow, to savings, debt management, estate planning as well as risk management and tax planning. Investing is just one piece of the puzzle. By employing a CFP® professional, you’ll know that every part of your financial life has been thoroughly analyzed and you’re giving yourself the best shot at affording your future.
No Jargon – Just Good Advice
No Jargon — Just Good Advice from your team of experts, led by your CFP®
When a colleague comes to you with a question, do you answer it with words that sound like they’re from a college textbook? No, and neither should your financial advisor. You deserve financial advice that’s succinct, actionable, and easy to understand. Our goal is to help empower you to make exceptional financial decisions so we can help you reach your goals faster, and easier, and make your life simpler… not more complicated.
Here to help you as your goals change
Here to help you as your goals change
We use the phrase “course corrections” often, and that’s because it’s part of the beautiful journey that we call life. While the course of your life and your goals will change over time, we’re here to help you guide you in the right direction… no matter how confusing the path might be. A big part of being a CFP® professional is knowing when to pivot and what to do, next if things don’t go according to plan.
As CFP®s, We Believe In Our Fiduciary Duty
As CFP®s, we believe in our fiduciary duty.
We are proud to be your fiduciary, and since day 1, Progress Wealth has put this at the forefront of everything we do. We are legally obligated to put your best interest ahead of our own— and believe that’s how all financial planning should be.
We use the best tech available to make it simpler for our clients to make progress, faster
Industry Leading Financial Planning, Budgeting, and Investment Technology
“How is it possible to hire a CFP® professional for only 1%?” We get this question all the time. It’s because we’ve automated more than most of our competition so we waste less time than our competitors filling out paperwork, and hiring on extra people when technology can take their place.
Whether it be our budgeting, estate planning, financial planning, or investment management (etc)… we believe that technology makes financial planning easier, more accessible, less expensive, and simpler for clients and advisors everywhere.
A Simple, Easy to Understand Pricing Model
A Simple, Easy to Understand Business Model
No pricing model is perfect, but we believe that our ultra-competitive fees that grow as you grow are not only fairest for you but make the most sense for all parties. Bottom line: no hidden fees here! Our model makes understanding what you pay (and why) easy.
By Hiring Us On, You Get A Team of Experts So You Know that You’re Not Missing Anything
You’ll get a team of specialized experts so you know you’re always getting accurate advice
Despite what most advisors may tell you, no advisor knows it all. Taxes, investing, the markets, estate planning, insurance… etc. There’s a lot to know.
We believe that our clients are best served by working with a team of experts that all are specialized in their respective disciplines. This includes a few CFP® professionals, an Enrolled Agent, 2 JDs, and a slew of industry-leading technology. For this reason, by hiring us, you’d get access to a team of non-commissioned experts to help you make more progress, faster.
We have a variety of specialized experts supporting our client’s financial plans and decision-making at every step, including a tax expert, insurance, financial planning, and investment management.
Our Focus on High-Earners
Our founder decided to work with high-earning tech employees after a move to Denver surrounded him with people like this who were facing some of the most complex and important financial decisions of their lives… and with no one to help them figure out their financial lives. Progress Wealth Management chooses to work with this group due to the unique complexities that this group faces.
We are passionate about serving people in this group. Why? We firmly believe this group of hard-working professionals has been dealt a difficult hand and faces a lot of critical financial decisions. We’re confident that as a result of having a CFP® by their side, they’ll feel more optimistic about their future.
Our Focus On Retirees
Our founder decided to work with retirees after seeing so many throughout his career face some of the toughest decisions of their lives and not knowing who to trust.
The problem is, that so many advisors that focus on retirees do so because they make more commission on them after selling them suboptimal products and fail to help them figure out the most complex areas of their financial lives like Medicare, Social Security, Tax Planning, estate planning and planning for a retirement community. The reality is, that commissioned advisors see their clients as prospects, not people.
Progress Wealth Management chose to work with this group because of our vast experience maneuvering the complexities of tax optimization, Medicare, Social Security, investing, estate planning, and the emotional hurdle that people have to go through as they transition out of the workforce.
We’re absolutely passionate and excited to serve every retiree that we get the opportunity to. We know how stressful this transition can be and look forward to making our clients feel more confident because they know they can afford whatever their retirement may throw at them by having a CFP® from Progress Wealth Management by their side at each step of the way.
Meet our team
Founder and Lead Advisor
Brian Seigel, JD, AEP®
Estate & Business Planning Consultant
Tax Planning and Preparation Professional
Risk Management Expert – Life Insurance
Head of Investments
Colleen Beckemeyer CFP®
Senior Medicare Expert and Risk Management Consultant
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