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Business Planning and Strategy

Vision to Value: Charting Success Through Strategic Planning Process

1 h 30 minCustomer's Place

Service Description

Business planning is an integral process that charts the course for a company's future, grounding its aspirations in actionable strategies. We help you establish a clear vision and mission, create SMART objectives, outline the strategic blueprint to acheive these objectives through SWOT analysis, implement the strategic plans into operation across the organization, and evaluate the outcomes against the initial objectives and strategies. In this strategic planning process we establish customer segments, create value propositions, determine effective channels to communicate and reach customers, build customer relationships, identify revenue streams, pinpoint key resources, establish key activities and partnerships, and develop the cost structure.


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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