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Working With Us

Working With Us

Fee-only financial advisors in Colorado

Making Financial Planning Simpler, Easier, and More Genunine.

Financial planning gets boring for most people and, as nice as we are, we know that you’d probably rather be doing other things than talking about money with your financial planning, estate, and tax expert.

We aim to make it as easy as possible for you to accomplish your financial goals but also, provide you with all the evidence you’re seeking behind every recommendation so you feel confident as you take steps forward towards your financial future.

Watch our video included below to learn more about your experience with our tech stack if you were to hire us.

 
We aim to make working with us as simple, straightforward, and easy as possible.

If you hire us, you’ll get a step-by-step action plan to follow with due dates for each action that’s necessary for you to reach your financial goals. If you have trouble with accomplishing any of them, we’ll work with you and meet as often as possible to make the behavior change both easier and simpler as well.

You’ll get an online dashboard where your action plan will be included and you’ll be able to communicate with us, simply about what you’ve done or haven’t done. See the video, below to learn more about what you should expect out of our tech stack.

Get Life-Changing Financial Advice From The Comfort Of Your Own Home.

Get Life-Changing Financial Advice From The Comfort Of Your Own Home.

Most of our clients work at least 40 hours a week and are experts in their field. They don’t have time to meet up in person at a branch nor do they see the value if the recommendations will be the same.

We’re happy to meet with you however you prefer. Most of our clients are comfortable meeting over zoom but if you’d like to meet up at a coffee shop, at our office, or at yours; we’re happy to work with you on your terms.

We Take Our Role In Your Life Seriously… But Still Like To Laugh.

We Take Our Role In Your Life Seriously… But Still Like To Laugh.

We think that financial planning should be personal and include vulnerable conversations, a personal relationship, and should end with actionable advice backed by empirical science on how to fix the problems we foresee in your future.

You’ll never hear us sound stuffy, pre-rehearsed, or be anything but genuine. You’ll feel comfortable knowing that your financial advisor knows you, understands what you’ve overcome, and is listening to every concern you have and helping you prepare for them.

Communicate With Us However You See Fit.

Communicate With Us However You See Fit

Whether it be texting, emailing, calling, using zoom, or an in-person meeting at our office, or yours; we’ll work with you however you prefer to ensure you get the advice you need to reach your goals. We take compliance seriously but we don’t want compliance to get in the way of us working together however is most comfortable for you.

Hire leading financial experts in the industry at a price that’s fair.

Hire leading financial experts in the industry at a price that’s fair.

We don’t think anyone knows everything about financial planning, tax, estate, or insurance because each area is endlessly complicated. For this reason, we have specialized experts in each area to ensure you’re getting the advice, guidance, and expertise your financial plan needs for you to know with certainty that you’re doing as best as you possibly can to reach your financial goals.

You’ll likely work with JDs, CFPs, CPAs, and Enrolled Agents with literally decades of experience to ensure you’re getting accurate advice at every step of the way.

Click here to learn more about our pricing.

a senior couple at home considering their financial plan

Make Accomplishing Your Financial Goals Simpler, Easier and More Personal By Hiring Progress Wealth Management

Click Here to Schedule Your Complimentary Ice-Breaker

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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, LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist, 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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