Getting Started with
Holzberg Wealth Management
We recognize the amount of time and energy spent considering financial decisions and whether you truly have what you need to achieve your goals. Our innovative planning process and actionable strategies have helped hundreds of clients nationwide to stop worrying about money so they can fully enjoy experiencing life.
Holzberg Wealth Management is a family-owned and operated financial planning and investment management firm that helps individuals and families optimize the decision-making process for their financials in ever-changing markets.
In order to provide high-level enhancement to your financial well-being, we have developed a suite of customizable services to better assist you. Our client-first strategy, coupled with best-in-class research and technology, has been the key to our excellent track record. We leverage our four decades of experience to help you prepare for life transitions and unexpected events, as well as help reduce the stress and frustration often associated with complicated choices. Through our extensive and objective research, we strive to provide the vital information you need to make safe and profitable financial decisions as we travel together through the unchartered waters ahead.
FINANCIAL PLANNING TIMELINE
It starts with a complimentary discussion to answer any preliminary questions you may have and gauge whether our services align with where you need help. To get started, simply choose a time that works for you.
INITIAL CONSULTATION
15
MINS
We collect the necessary information to address your concerns, goals, and desires. We’ll also help sort through financial documents and identify missing information.
GET ORGANIZED MEETING
90
MINS
We present strategies, and together, we’ll develop a plan that works best for you. Our goal is to commit to implementing the top one or two proposals.
PLAN DELIVERY MEETING
90
MINS
02
06
05
04
03
01
30
MINS
PROPROSAL
MEETING
We’ll assess a mutual fit, build a rapport, and share more about our firm and pricing to affirm the next steps.
60
MINS
GOALS & POSSIBILITIES MEETING
An exploratory meeting. After creating a financial assessment, we analyze and get a sense of your current financial situation and discuss your unique needs and objectives.
60
MINS
ONGOING
MEETINGS
Going forward, we’ll meet periodically, depending on the complexity of your plan, to ensure we’re making progress. We’ll also commit to implementing the remaining planning recommendations.
INVESTMENT MANAGEMENT:
THE FIRST SIX STEPS
STEP 1
Set Goals & Objectives
STEP 3
Open Schwab/TD Ameritrade Accounts & Transfer Assets
STEP 2
Sign HWM Client Agreements
STEP 4
Investment Strategy Meeting
STEP 5
Implement Investment Strategy
STEP 6
Create Comprehensive Financial Plan
WHY WORK WITH US?
In Working Together, We Offer:
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OBJECTIVITY
Proactive advice to address life changes, as well as changes to relevant laws and how they affect your plan.
MANAGE COMPLEXITY
As you get older, your financial affairs get more complicated. We provide sophisticated yet easy-to-understand solutions.
TIMELINESS
Timely communication about relevant changes to the markets and the financial world and how to act accordingly.
ACCESSIBILITY
We believe our clients should always have access to the best advice available to unlock the most value from their financial decisions.
Not sure if now's the right time to get started?
Not a problem! Let's keep in touch by subscribing to our monthly newsletter. Also, check back periodically to learn more about timely financial information to ensure you're capitalizing on events and opportunities.