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Progress Wealth Management

Progress Wealth Management

Financial Planning For Tech Professionals

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Early-Career Tech Employees

Early-Career Tech Employees

Navigating the Unique Financial Planning Challenges & Opportunities for Early-Career Engineers

So, your income just multiplied (congrats!), but you still have those student loans…and maybe you’re thinking about buying a home, starting a family, and building your net worth —h, oh yeah, and becoming a world class-engineer on top of that! Early-career engineers were our first true love and why we decided to focus on Gen X & Gen Y engineers. Everything happens so fast, yet these decisions and moments matter forever. 

Does this sound like you? 

Are you prepared to start figuring out how to best afford your future?

We can help you with:

  • Getting organized. There’s a lot of “new” info to consider — from starting your investments to understanding your new employer’s benefit. – Let us help
  • Help You Leverage Employer Equity– ISOs, NSOs, RSUs, what? This all gets incredibly confusing for so many and understanding when to use this excellent benefit and when not is ripe with the potential for error. We’ll help you to know how to think about your benefit and what to do with it, next.
  • Student loans. We can help answer questions like, “Are we going to PSLF, or do we need to get aggressive here?” “Do I invest or pay off my student loans?”
  • Life outside of work. From Buying a home and finding a mortgage to starting a family —you name it, we plan for it. 
  • Asset protection and risk management. Things just got serious, let’s safeguard that. 

View our pricing here.

Save Time, Be More Organized & Feel Confident
That Your Financial Future is Secure

Schedule Your Complimentary Assessment Here

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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