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Our Process & Strategy

Our Process & Strategy

Financial Planning by CFP® professionals at Progress Wealth Management

Discovery

This is where we get to hear your story and get to know you. You will do the sharing and we will listen to learn about you, your family, and your values. Examples of some things we want to hear: 

  • Why now?
  • How can we help?
  • What are you looking for in an advisory relationship? 
  • What are your goals?

This meeting will allow us to gather enough information to take the next step and build a financial plan to show what working together will look like. 

Planning

In this meeting, we’ll take a deep dive into your financial plan. Using what we heard and learned about your goals, we will present a plan unique to you. You can expect us to:

  • Present the outline of a customized plan built on the information we heard from you 
  • Share Progress Wealth Management’s investment philosophy 
  • Give you everything you need to make an informed decision about working with us

Whether you choose to continue working with Progress wealth or not, you will leave the planning meeting with the framework of a financial plan and strategies for making progress toward your goals. 

Implementation

This is go time! We take the information you’ve provided, use the financial plan we’ve created, and go to work for you.

During this meeting, you can expect us to: 

  • Complete your onboarding process, open up accounts, link bank, and 401(k) accounts, and set up your online access
  • Discuss coordination with outside professionals (CPA, estate attorney, etc.)

At the implementation meeting, we continue to emphasize education and clarity on long-term goals and develop a path toward meeting them.

Ongoing

We seek to consistently deepen our relationships with clients. We will establish a time to meet regularly and monitor your financial plan. Our team will proactively rebalance and perform tax-loss harvesting within your portfolio. We will remain focused on your plan (tax management, distribution planning, RSU management, employee benefits, etc.) to make sure we stay on track with your long-term goals and objectives.

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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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