Lost a Loved One

Grief and Paperwork Make a Cruel Pairing.

The world expects sharp financial decisions at the precise moment you’re least able to make them. Accounts to retitle. Benefits to claim. A Social Security office to call. Statements that keep arriving addressed to someone who’s gone. Some of it is genuinely time-sensitive. Most of it can wait far longer than the urgent-looking envelopes suggest — and right now you don’t have to know which is which.

If the person you lost was the one who handled the money, the fog is thicker still: passwords you were never given, decisions you were never part of, a whole system built by someone who isn’t here to explain it. You shouldn’t have to reverse-engineer it alone in the worst week of your life.

We sit with you, gather what’s there, and quietly take the truly urgent tasks off your plate so you can grieve without a deadline hanging over you. When you’re ready to think about what comes next — and only then — we’ll help you build a life on the other side of this.

There’s no rush. We’ll be here when the fog starts to lift.

Lost a loved one

Real people, real answers

What does “Living Invested” look like for you?

Small moments that reflect what matters most.

Saying yes to the trip without the second thought.

Knowing my kids will be okay even if I’m not.

Buying my dad the boat he never bought himself.

A porch and a real Tuesday.

Eating dinner at six, not at my desk.

What’s the Money For?

Every plan we build starts with that question. Not with a portfolio, a product, or a pitch. But with the life you’re trying to fund.

Most financial advice sounds the same because it is the same: gather the assets, pick the funds, mail the quarterly report. We started TVAMP because we believed the work, and the people, deserved better.

The point is what the money makes possible.

Who you’ll actually talk to:

Jeff Foster professional photo Jeff Foster professional photo

Jeff Foster, CFP®

He follows up on the things you talked about.

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Jill Bertke Jill Bertke

Jill Bertke, CFP®

She helps you talk through the hard parts.

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Josh Stidham professional photo Josh Stidham professional photo

Josh Stidham, CFP®

he welcomes the questions you almost didn't ask.

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Hear it from our clients\\u200b

“When my husband passed away, they were my foundation.”

Gloria L.

Provided July 2026. Current client. No compensation provided. No conflicts of interest. Comments reflect client’s own views and opinions.

Lunch on the Tennessee River

Knowledge Hub

Insights for experiencing loss

Loss

Checklist: Things to Consider When Your Spouse Passes Away

Download this checklist to help you navigate inherited assets, taxes, survivor benefits, and important deadlines as you plan your next steps.

Are We a Fit?

TVAMP is not for everyone

This probably isn’t for you if…

  • Measure success by performance alone.
  • Are looking for the next “hot stock.”
  • Treat the relationship like a transaction.
  • React to market noise.

We’d love to talk if…

  • You want a plan, not just a portfolio.
  • You show up to the relationship.
  • You value advice and act on it.
  • You Live Invested.

Ready to Get Started

Two ways to begin

If this sounds like you, let’s have a conversation. If it doesn’t, we hope it saved you some time.

15 min • no prep

A Short Call

Tell us what’s on your mind. We’ll listen. You’ll get a sense of whether we’re a fit. No prep needed.

60 min • bring the checklist

A Deep Dive

Bring your questions, your statements, the things keeping you up. We’ll spend the time. Bring our 10-question checklist if it helps.