fbpx
(865) 226-9982 [email protected]

How It Works

TVAMP becomes your guide and aims to help take the stress out of managing your finances using our six-step process.

 

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 our Discovery Meeting is 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 your dollars and data to address any “red flags”, and begin to design your plan.

Design a Plan

Our goal is to get you from where you are today to where you want to be. We aim to design a simple financial plan to help you achieve your unique goals.

Live Invested®

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

This process is shown for illustrative purposes only. Client journeys are unique and designed on a case by case basis. Services provided are determined based on client need and complexity.


At TVAMP, we believe nothing will impact your life more than who you chose to do life with.

Scott Fisher, CFP®

Senior Partner | Wealth Advisor

Our Six Commitments to You:

Accountability

We help you follow through on your financial goals.

Objectivity

We help you make better decisions with your money.

Education

We explain the options, choices, and trade-offs that are available to you.

Collaboration

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

Proactivity

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

We keep your finances neat & tidy.
Organization

We help keep your finances neat and tidy. Simplicity is our goal.

We offer simple, transparent pricing

It shouldn’t require a PhD to understand what you’re paying for financial advice.

Get unbiased financial advice from our friendly team.

Josh Klinger, CFP® Knoxville, TN | TVAMP Financial Planning
Scott Fisher, CFP®
Jeff Foster, CFP® Knoxville, TN | TVAMP Financial Planning
Jeff Foster, CFP®
Jeff Sweat, CFP® Knoxville, TN | TVAMP Financial Planning
Jeff Sweat, CFP®
Melissa Mijares Wealth Advisor
Melissa Mijares

Become empowered with a plan

We remove the complexity