Our Process. TVAMP Financial planning and Investment Management Knoxville, TN | TVAMP

Financial Management Is an Ongoing Journey

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.

Our Process

Cool Timeline
March 1

The Journey Begins

Our work begins the moment you schedule a consultation. We review the financial goals you share with us and match you with a financial advisor equipped to assist with your unique financial needs.
April 1

We Get to Know You

Money is a rather personal matter. We get it. That’s why we believe in developing solid relationships with our clients. We want to understand more than your financial situation. We want to get to know your aspirations and your values so we can create a plan that aligns with what matters most to you.
April 1

We Review the Numbers

Once we get to know each other, we can dive into your finances. A solid plan begins with a thorough understanding of your current financial situation, so we take a comprehensive look at your financial documents to get a clear picture of what is working for you and what can be improved.
April 1

We Create a Personalized Plan

There is no one-shoe-fits-all approach to financial planning. After we learn about your goals and aspirations, we create a personalized plan that will serve as a road map throughout your financial journey.
April 1

We Put Your Plan Into Action

Once we put your plan into action, we monitor it to ensure it’s working for you. We regularly check in to stay up-to-date on any life changes and make sure you are happy with your plan’s performance. We make any necessary changes to your plan based on life changes and market fluctuations.
Our Approach Keeps Your Goals On Track

✔ 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.

Ready to take the first step in your financial journey?

Our team is ready to help you achieve your financial goals so you can spend more time enjoying life.

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