Local | Our 6 Step Process and How It Works | TVAMP

design a financial plan rooted in purpose so you can fully invest in what matters most.

That’s Living Invested.

design a financial plan rooted in purpose so you can fully invest in what matters most.

That’s Living Invested.

How it Works

From start to finish, we’ll guide you through your journey

15-Minute Intro Call

Your intro call will help us understand your financial situation and how we can help. Schedule Your 15-Minute Intro Call

Fact Finder

You’ll fill out our questionnaire so we understand your expectations of a financial planner, and help us make the Discovery Meeting as efficient as possible.

Discovery Meeting

You’ll meet with a team of professionals – in person or virtually – to dig into your financial life.

Crunch the Numbers

Your team gets to work. We review the dollars and data to address any “red flags”, and design a strategy for you.

Design a Plan

To get from where you are today to where you want to be, we provide a personalized Financial Roadmap.

Live Invested

We guide your plan into action, help you make smart financial decisions, and empower you to Live Invested.

Our commitment to you:

Organization
Organization

We keep your finances neat & tidy

Objectivity
Objectivity

We help you avoid making emotional decisions with your money

Education
Education

We explain the actions we take on your behalf

Accountability
Accountability

We help you follow through on your financial goals

Proactive
Proactivity

We keep you ahead of the curve by planning for life transitions

Collab
Collaboration

We are a team, and we work with you, not just for you

We remove the complexity.

Become empowered with a plan.

TVAMP is a registered investment advisor.