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Financial 
Planning

Our financial planning process extends beyond budgeting to encompass all aspects of personal finance, with the goal of achieving financial security and meeting life goals. We help you gain a holistic view of your financial situation, including assets, liabilities, cash flow, insurance coverage, investments, tax obligations, and estate plans. At Advantage Financial Planning we help you: 

1 

Consolidates Assets, Investments, Savings, and Benefit Plans in One Place.

2

Assess Current Financial Situation

3

Identify and Set Financial Goals

4

Pay Down Debt and Save for Life Goals

5

Manage Risks

6

Invest for the Retirement

7

Project Various Financial Planning Scenarios to help Quantify Decisions.

8

Implement the Fianacial Plan

9

Monitor Progress and Update the Plan.

Contact us to find
your way to a happier financial future

Lynchburg, VA 24504

[email protected]

(833) 833-1657

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Advisory services offered through AdvisorNet Wealth Partners. Advantage Financial Planning, LLC and AdvisorNet Wealth Partners are separate entities.

All investment advisory services are provided in conjunction with AdvisorNet Wealth Partners (“AWP”), an SEC registered investment adviser located in Minnetonka, Minnesota at 110 Cheshire Lane, Suite 200 Minnetonka, MN  55305, https://www.advisornetfinancialpartners.com/

The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if AWP is engaged, or continues to be engaged, to provide investment advisory services.

We take protecting your data and privacy very seriously.  As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement and the specific requests and needs of the client.  AWP does not serve as an attorney, accountant, or insurance agent. AWP does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires Paul Pittman in his separate individual licensed capacity, can be engaged to provide insurance sales/services as described on AWP’s written disclosure Brochure, per the terms and conditions of a separate engagement and fee.

Check the background of Paul Pittman on the SEC’s Investment Advisor Public Disclosure website.

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