Our Process. TVAMP Financial planning and Investment Management Knoxville, TN | TVAMP
(865) 226-9982 connect@tvamp.com

Our Process

When you become our client, you join our family. Just as we would for any family member, we look out for your best interest and champion you in life.

Cool Timeline
2021
March 1

15-Minute Intro Call

Our introductory call will help us better understand your current situation and help match you to a team of professionals who can help.
April 1

Discovery Meeting

We learn more about you and your financial situation – everyone is unique.
April 1

Review the Numbers

We take a comprehensive look at your “financial house.” Investments, estate plan, insurance needs, taxes, and more!
April 1

A Personalized Plan for You

We bridge the gap from where you are today vs. where you want to be with a personalized financial roadmap.
April 1

Implement

We put your plan into action and guide you towards smart financial decisions your entire journey.

Our commitment to you:

 

✔ Organization – We keep your finances neat and tidy.

✔ Objectivity – We help you avoid making emotional decisions about important money matters.

✔ Education – We explain the actions we take on your behalf.

✔ Accountability – We will help you follow through on your financial commitments.

✔ Proactivity – We stay ahead of the curve by planning for life transitions.

✔ Collaboration – We are a team, and we work with you, not just for you.

We remove the complexity.
Become empowered with a plan.

We’re glad you visited us.

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