Custom financial plans by leading experts so you can plan for a better tomorrow by making better decisions, today.
We’ll create a financial plan to help you afford the future you dream of, designed specifically for you. A good financial plan takes into consideration every part of your financial life and, like the conductor of an orchestra, ensures they all work together in harmony.
What this all means to you is, the plan that we’ll create for you will help you to understand with confidence how:
- Much you can spend.
- Much you have to save.
- To manage risk.
- To invest.
- To manage your estate.
- To manage your tax plan.
…in order to achieve your financial goals as easily as possible.
At Progress Wealth Management, we work with close business partners and attorneys to consider every aspect of your financial life so we can ensure that at every step of the way, you’re making progress towards your goals and can feel confident you’re getting the right guidance at every step of the way.
How We Can Help
Financial Plan Evaluation and Creation
Will your financial plan actually get you to goals? We can help ensure that given how you manage your financial life, you’re on track for the future that you hope for.
Retirement Income Planning
You may need to take withdrawals from your retirement accounts to pay your bills once you’re no longer getting a paycheck. We can ensure that you don’t take too much and in doing so, create a strategy that will make your money will last.
We can create a tailored portfolio to ensure you’re giving yourself the best shot at retiring and living the life that you hope for. Learn more about our innovative investment management methodologies and how we can help you improve the way you manage your portfolio by clicking on the link below.
You’ll be able to work with our non-commissioned insurance experts at our close insurance focused business partners. Through your consultation with them, you’ll have a clear understanding of how much life insurance, disability or long term care insurance you need.
Tax Preparation and Planning
As part of hiring Progress Wealth Management, you’ll be able to work with our close business partner, Vasil Baychev, EA. Included complimentary in our services, we pay for you to have your taxes filed and to ensure you get expert tax advice to supplement that which we give.
Budgeting and Cash Management
You may need help avoiding overspending at some point in the future. We can help ensure that you continue to manage your budget, credit and debt all with a science and a process and make sure along the way, you don’t feel constricted so you stay on track for your goals.
Not everyone feels like they’re paid fairly and some of us aren’t sure at all. To help you get paid what you’re worth, we provide compensation analysis and negotiation support for our clients so they know that they’re paid what they’re worth, a plan to accomplish their career goals and in doing so, they’re giving themselves the best chance at living the life they want.
There’s a lot that goes into retirement planning and most all of it is incredibly confusing to most near term retirees. Once you get to the point in your life where you’re ready to retire, we’ll help you with all the nuances of Medicare, Social Security, withdrawals and changing your investments (if appropriate).
Sudden Money Situations
If you’re the beneficiary of a large estate, have won the lottery or received a lot of money when your company goes public; you may feel overwhelmed and not sure who to go to for help. We’ve helped a lot of people whom have been in the same circumstances as you and can help you understand what to do next so you can continue to grow your wealth and protect it (and not squander it).
What Your Experience Will Be Like
In your initial consultation, you should expect to be asked some open ended questions about your goals, your past, your life today and what concerns for the future you might have.
From there, we’d review what we can do to help you reach your goals and eliminate your concerns and how much we’d charge you for the service.
Assuming it all sounds fair, we’d typically schedule our next call at least a week out, have you fill out a new client questionnaire and link your accounts up to our platform.
“We strive to provide our clients with a leading technological experience to make it easier for them to manage and improve their financial lives. Watch our video below and learn more about the technological experience you’d get by hiring us on.”
Once you’ve completed this, we’d analyze all your account information, goals, circumstances, strategies and problems and create a few different alternatives to help you improve your financial life.
In our next call, we’d review these options and find the one that you felt most comfortable with.
Once you and Progress Wealth have come to an agreement on which option makes the most sense, we’d help you implement our recommendations.
Lastly, because laws, lives, goals and families change; we’d likely meet up at least once a year and monitor your life to ensure that when things change, you know how to pivot and ensure that these changes don’t get in the way of you affording and living a happy life.
Schedule a Free Consultation
Talk to one of financial planning experts about your financial plan.