What is the process of wealth management?
The Process of Wealth Management is to start by getting a clear picture of where you are today and what your financial goals are, what problems exist and create a plan, similar to a treatment plan from a doctor. From there, you should expect a simple, step-by-step plan for you to follow that pivots and changes as your life, earning ability and finances change.
– Blaine Thiederman MBA, CFP and Founder of Progress Wealth Management
How much money do you need for a wealth management account?
Most wealth managers have minimums because the services they offer are broad, diverse and require a lot of time. Oftentimes, the minimum is 100k in investable assets or a flat, annual fee that ranges from $3,000 to $25,000 depending on the firm you work with. At Progress Wealth Management, we have no minimums.
– Blaine Thiederman MBA, CFP and Founder of Progress Wealth Management
Which wealth management company is best?
At Progress Wealth Management, we believe that the “best” wealth management company changes based on your needs, goals, and personality type. If you need straight-forward help with complex tax planning, retirement planning, budgeting and behavior change as well as tax-sensitive investing, Progress Wealth Management is your best option for financial professionals in the Denver Metro Area.
– Blaine Thiederman MBA, CFP and Founder of Progress Wealth Management
What is the goal of wealth management?
To make reaching your financial goals simpler, more accurate, and more straight-forward.
– Blaine Thiederman MBA, CFP and Founder of Progress Wealth Management
What are the benefits of wealth management?
By delegating the major financial decisions including tax, risk management, estate planning, investing and more… in life to an expert, you’ll know that you’ll make less emotional decisions and better decisions every step of the way.
– Blaine Thiederman MBA, CFP and Founder of Progress Wealth Management