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Our Process

At Carlozzi Financial Services, we believe that the foundation of a successful financial plan is a strong client-advisor relationship. That's why our process starts with a no-cost consultation where we get to know each other and discuss your financial goals and objectives.

Step 1: Initial Consultation - Our initial consultation is a low-pressure opportunity for you to get to know us and for us to understand your financial needs. During this meeting, we will discuss your financial goals and objectives, and determine the services that may best fit your needs.

Step 2: Information Gathering - If you would like to proceed after our initial consultation, we will schedule a follow-up meeting to gather detailed financial information. During this meeting, we will take a comprehensive look at your current financial situation, including your income, expenses, and investments.

Step 3: Customized Financial Plan - With the information gathered from our meetings, we will create a customized financial plan tailored to meet your unique needs. We will take into account your goals, risk tolerance, and time horizon to ensure that your plan is aligned with your financial goals and objectives.

Step 4: Monitoring and Reviewing - Financial planning is not a one-time event, but a continuous process, which is why we utilize ongoing monitoring of your plan. This helps ensure that your financial plan remains relevant and on track to achieve your goals. Our team will work with you to establish regular review appointments and make any necessary adjustments to your plan as your life changes and your financial needs evolve.

Whether you are a referral or seeking financial advice for the first time, we are here to help. Our process is designed to be simple, transparent, and most importantly, focused on meeting your financial needs.

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