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Blaine Thiederman MBA, CFP®

Holistic financial planning to help you strategically create your future.

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Progress Wealth Management Blaine Thiederman MBA, CFP®
Arvada, Colorado

Serving Clients Nationwide

Holistic financial planning to help you strategically create your future.

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Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Estate Planning
  • Financial Life Planning
  • Inherited Wealth

About Me

As a CERTIFIED FINANCIAL PLANNER™, it’s my life’s mission to provide unbiased financial education, advice and guidance to help my clients create their path to financial independence. I believe that true comprehensive financial planning can provide the clarity and confidence necessary for families to understand and implement their own well-informed decisions.

My goal is to translate the complexity of financial topics into a simple, step-by-step action plan to help you understand how to align your money with your personal values and objectives. As a trusted source, my insights have been featured in articles by Forbes, Gobankingrates.com, the Washington Post, Yahoo Finance, MarketWatch, Business Insider and MSN.

I look forward to us exploring the opportunities and options to help you experience the progress you’re hoping for.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

12183, West 57th Drive, Arvada, Colorado, 80002

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Pro Bono

What to expect in the first meeting

We offer a FREE, one-hour consultation with Progress Wealth Management to talk about you, your financial life, and your goals. We do this first so we can help you: 1) Set clear goals to feel confident and motivated to achieve the life of your dreams 2) Organize your finances to take the stress out of not knowing what you have, where it is, or what it's worth, making financial planning a lot more fun 3) Create an action plan so you have clear steps to get from where you are right now to where you want to go. Our team of financial planners have absolutely zero conflicts of interest, we don't charge you outrageous fees, and we help add clarity to your financial picture. ​ If we're a good fit and you see the value of our advice and how much money we will save you over your lifetime, we would love to work together. Any testimonials are given by a current client or a person other than a current client. No compensation was provided for any testimonial/endorsement (cash or non-cash related compensation).

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

By hiring Progress Wealth Management, you'll get assigned your own team of financial planning professionals.

This includes your own personal CFP, tax professional (EA) and a non-commissioned insurance agent to support your growth and path to prosperity.

Every year, in addition to managing your money and giving you all the advice and support you need to achieve the prosperity and progress in life you so hope for, we also will pay for your taxes to be filed and your estate documents to be updated.

How our financial planning process works:

The seven steps of financial planning start with getting to know your current financial situation and goals and end with continually measuring performance toward those goals and updating them as necessary.

1. Understanding your personal and financial circumstances.
2. Identifying and selecting goals.
3. Analyzing your current course of action and potential alternative course(s) of action.
4. Developing the financial planning recommendation(s).
5. Presenting the financial planning recommendation(s).
6. Implementing the financial planning recommendation(s).
7. Monitoring progress and updating.

Our fees start at 1% and decrease as your investment balance increases. Our minimum investment account balance is $250k.

Education

W.P. Carey School of Business, Arizona State, Bachelors of Science, Finance | Grand Canyon University, MBA

Volunteer Experience

Blaine is a mentor to ASU students, provides pro-bono financial planning to low income individuals and volunteers his time to mentor entrepreneurs through the Rocky Mountain Microfinance Institute.

Awards and Honors

  • Top Ranked Financial Planner at Fisher Investments
  • Certified Zoe Advisor
  • Registered NAPFA Advisor
  • Certified Financial Planner

Badges

Languages

  • English

Hobbies and Interests

  • Billiards
  • Camping
  • Cooking
  • Cycling
  • Exercising
  • Family
  • Hiking
  • Traveling
  • Volunteering
  • Wine

Who We Serve

  • Baby Boomers
  • Business Owners
  • College Graduates
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Investors
  • LGBTQ
  • Living in Retirement
  • Military
  • Muslim
  • Newly Engaged / Newlywed
  • Parents
  • Remote Workers
  • Women Professionals
  • Young Families

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