top of page
Muir Woods

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

Initial Consultation Financial Plan

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

Get Organized Meeting Financial Plan

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

Plan Delivery Meeting Financial Plan

90

MINS

Proposal Meeting Financial Planning

02

Ongoing Meetings Financial Planning

06

Plan Delivery Meeting Financial Planning

05

Goals and Possibilities Meeting Financial Planning

04

Get Organized Meeting Financial Planning

03

Initial Consultation Financial Planning

01

Proposal Meeting Financial Plan

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.

Goals and Possibilities Meeting Financial Plan

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.

Ongoing Meeting Financial Plan

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:
T
HE FIRST SIX STEPS

Road
Set Goals and Objectives

STEP 1

Set Goals & Objectives

Open Schwab/TD Ameritrade Accounts and Transfer Assets

STEP 3

Open Schwab/TD Ameritrade Accounts & Transfer Assets

Sign HWM Client Agreements

STEP 2

Sign HWM Client Agreements

Investment Strategy Meeting

STEP 4

Investment Strategy Meeting

Implement Investment Strategy

STEP 5

Implement Investment Strategy

Create Comprehensive Financial Plan

STEP 6

Create Comprehensive Financial Plan

Santa Cruz

WHY WORK WITH US?

In Working Together, We Offer:

Objectivity

OBJECTIVITY

Proactive advice to address life changes, as well as changes to relevant laws and how they affect your plan.

Comprehensive Solutions

MANAGE COMPLEXITY

As you get older, your financial affairs get more complicated. We provide sophisticated yet easy-to-understand solutions.

Timeliness

TIMELINESS

Timely communication about relevant changes to the markets and the financial world and how to act accordingly.

Accessibility

ACCESSIBILITY

We believe our clients should always have access to the best advice available to unlock the most value from their financial decisions.

READY TO GET STARTED?

Not Ready For A Financial Plan?

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.

bottom of page