(833) 833-1657
Mission
At Advantage Financial Planning, we take great pride in fulfilling our fiduciary responsibilities in our partnership with our clients. Your best interests are always our top priority. We pledge to engage in an honest and transparent personal and business planning process, providing clarity and understanding every step of the way. We work with individuals and families to provide financial management and budgeting, comprehensive financial planning, retirement planning, and business development and strategy. Contact us today to discover how we can assist you in confidently achieving your financial objectives.
Our Process
Financial planning is a personalized process that takes into account your aspirations, goals, and desires. Our comprehensive four-step program is designed to determine the best approach to managing your assets, tailored to your unique needs and objectives.
Step 1 - Evaluation
Your future success is heavily dependent on our understanding of your current situationand future goals. We carefully listen to your needs, assess your risk tolerance, andidentify the appropriate path for your unique circumstances.
Step 2 - Education
Once we thoroughly examine and evaluate your existing financial status, we will educate youabout the current market trends and potential tactics that can assist you in achieving your desired goals. Our aim is to equip you with the necessary knowledge that will help you make an informed decision about what is most suitable for you and your loved ones.
Step 3 - Recomendation
We collaborate with you to identify the strategies that align with your financial goals and comfort level. This enables us to customize a financial plan that accounts for your short and long-term objectives. In this stage, we frequently collaborate with your current advisors such as CPAs, attorneys or other professionals to leverage their expertise and experience. Alternatively, we can use one of our specialized professionals to aid in the planning process.
Step 4 - Execution
Once you are satisfied with the plan we recommend, we execute your plan. We actively review and monitor your plan on an ongoing basis to ensure that you are on track to pursuing your financial goals. This step is crucial in the process as it allows us to make necessary adjustments along the way to accommodate any changes in your situation.
Contact us to find
your way to a happier financial future
Lynchburg, VA 24504
(833) 833-1657