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

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.

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.

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

Scott Fisher, CFP®

Senior Partner | Wealth Advisor

Our commitment to you:

Organization

We keep your finances neat & tidy.

Objectivity

We help you avoid making emotional decisions with your money.

Education

We explain the actions we take on your behalf.

Accountability

We help you follow through on your financial goals.

Proactivity

We keep you 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.

Schedule your 15-minute intro call

Schedule Your 15-Min Call