Get a custom financial plan by a financial advisor specialized in working with high-earning individuals so you can plan for a better tomorrow by making better decisions, today.
Our fiduciary financial advisors will create a custom 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, that the plan that your financial advisor will create for you will help you to understand with confidence how…
- Much you can spend each year and still be on track.
- Much you should aim to save.
- To efficiently manage risk.
- Invest your funds for goals that are short-term and long-term.
- to think about your estate plan.
- to manage your tax plan.
…in order to achieve your financial goals as easily as possible.
At Progress Wealth Management, our financial advisors 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.
Progress Wealth Management is serving as an independent, fiduciary financial advisor to numerous high-earning households throughout the United States as a specialized financial planning expert to help these individuals achieve the financial goals they hope for. We’ve found that all these people have similar problems that are all complicated and expensive to solve. They all believe that 1% with a max fee of 12k per year is worth the professional guidance.
Learn more about what we do by scrolling down.
Get To Know Us
The Progress Wealth Management Difference
Our core values as CFP® professionals are rooted in honesty, integrity, and objectivity.
What makes us different is simple.
- Non-Commissioned Fiduciary Financial Advisors
- Your own dedicated CFP® professional
- Transparent, easy-to-understand fees
- 24/7 Access to your Dashboard
- Tailored, tax-sensitive portfolios
- Our Financial Advisors specialize in helping highly-compensated individuals.
How We Can Help
Financial Plan Evaluation and Creation
Our financial advisors will create the blueprint for your future so you know what you need to do in order to create the lifestyle you hope for by knowing what you need to do, today.
Retirement Income Planning
Our financial advisors will help you to understand how you’ll be able to conservatively generate the income necessary for you to live the life you hope for without worry.
Our financial advisors will help you to improve how you manage all your finances so you make effective use of all your money and not just what we’re managing for you.
Our financial advisors will help you to understand how best to protect yourself from loss in the event the worst-case scenario happens so you know that your happiness and stability aren’t at risk.
Tax Preparation and Planning
Through our partners, we’ll help you prepare and plan for your future tax burden so you know your taxes are filed correctly and you’re not overpaying in taxes.
Budgeting and Cash Management
Our financial advisors will help you to manage your income, debt, and savings efficiently and effectively so you can rely on good money habits coupled with our expert advice to carry you to your goals.
We’ll help you to understand how much your labor is worth and, if you’re not getting a fair deal, we’ll help you negotiate a better one.
Our financial advisors will help you to understand what you have to do in order to afford to retire comfortably when you hope to with the lifestyle you hope for.
Sudden Money Situations
If you all of sudden got a large amount of money, our financial advisors will help you to understand how to invest it and ensure that it makes your whole life easier.
What Your Experience Will Be Like
What to Expect From Your Initial Consultation
In your initial consultation with your new financial advisor, 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, you’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 technical experience you’d get by hiring us.”
What to Expect From Your Second Financial Planning Call With Us
Once you’ve completed this, your financial advisor will 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.
What to Expect From Our Ongoing Conversations About Your Finances
Lastly, because laws, lives, goals, and families change; you’ll need to meet up at least once a year with your financial advisor. The main reason behind this is, that all good financial planners, doctors, and dentists know that things change and it’s important to ensure the actions you take to fix the problems that come up and ensure you stay on track for happiness, staying healthy and most importantly, staying wealthy.
If this all sounds like what you’re looking for and what you need, please click on the link below to schedule your icebreaker with us. We look forward to hearing from you.