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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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    • Mid-Late Career Tech Professionals
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Corporate Financial Wellness

Corporate Financial Wellness

Corporate Financial Wellness

Corporate Financial Wellness

Empower your people to improve their finances.

Traditional benefits do not adequately address the financial challenges that your employees face. Progress Wealth Management provides personalized financial planning,  coaching, and education that actually makes a difference.

Request A Demo Today
Progress Wealth Management & Employers
Our Founder’s Explanation of How Our Financial Wellness Helps Employers

Financial wellness is a win-win for your business.

Through our employer program, you and your employees will realize the following key benefits:

Bolster recruiting 

Providing financial wellness shows you care about your people. 75% of people would consider a job change for these benefits.

Enhance benefit adoption

Progress Wealth Management incorporates your other benefits so your employees can take full advantage of all that you have to offer.

Decrease financial stress

More than 80% of people report feeling better about their finances after just one year of financial planning and coaching.

Increased Productivity

Finances are distracting your employees, leading to less productivity and greater stress. Progress Wealth Management can make a real difference.

Improve retention

Financially stressed employees are more likely to look for new jobs. Financial wellness can increase workplace engagement by 15%.

Reduce absenteeism

The average employee misses 3-4 more work days per year when they are financially stressed.

A modern financial wellness benefit.

Progress Wealth Management works with employers to provide a financial wellness benefit that actually makes a difference in their employees’ lives. With Progress Wealth Management, employees and employers get access to the following:

Holistic financial plan and report card

Provide employees with a personal financial plan and report card that gives insight and direction into their financial future.

Live financial coaches

Received individualized support through live chat or personalized coaching through 1-on-1 calls with our in-house financial coaches.

Literacy courses and tools

Help employees improve their financial literacy with engaging lessons and other effective tools like quizzes and calculators.

Aggregate employee metrics

You will get access to aggregate data and reporting to help you optimize benefits, target your efforts, track progress, and much more. 

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Financial wellness solutions to meet your needs

Progress Wealth Pro is our most popular offering. Our consultants can help you explore alternatives or create a custom solution. The pricing below represents typical pricing ranges for companies with less than 1,000 employees. Your pricing may vary depending on company size and terms.

Progress Wealth Pro

$10 – $15 per month, per Employee

For forward-thinking organizations who want to make a greater difference with live financial coaching and planning.

Custom

Your price will be built more based on your specific set of needs

If you need a voluntary benefit, premium offering, enterprise solutions, or other customizations, we can help.

Schedule Your Demo

Copyright © 2023 · All Rights Reserved.
Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
• Progress Wealth Management is not affiliated with or endorsed by the Social Security Administration or any other government agency.
• Securities offered through Charles Schwab & CO and Altruist Financial LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist financial, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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