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.
We have developed a suite of customizable services to enhance your financial well-being. Our client-first approach and four decades of experience have enabled us to equip our clients with the tools to create and maintain wealth. We tailor our strategy to your unique circumstances and strive to provide the advice you need to navigate complicated financial choices, achieve your dreams, and obtain financial peace of mind.
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
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
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
15
MINS
90
MINS
90
MINS
02
06
05
04
03
01
60
MINS
DISCOVERY
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 Accounts & Transfer Assets
STEP 5
Implement Investment Strategy
STEP 6
Create Comprehensive Financial Plan
STEP 2
Sign HWM Client Agreements
STEP 4
Investment Strategy Meeting
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.