A Few Years Out

Someday finally has a date on it.

For decades you’ve been saving on a kind of faith — feeding the 401(k), watching the balance climb, trusting that “someday” would sort itself out. Now someday is close enough to circle on a calendar, and faith stops being a strategy. The questions get sharper and a lot more personal: Do I actually have enough? When can I stop without wondering if I jumped too early? What could break this — a rough market year right at the start, a health scare, one more kid who needs help?

This is the decade where quiet decisions compound loudly. When you claim Social Security, how you draw income without handing a third of it back in taxes, whether two more years of work changes everything or almost nothing. We build you a plan you can pressure-test — one that answers “can I?” with a number instead of a shrug — and we keep adjusting it as your life refuses to sit still. That’s what Living Invested looks like on the runway.

Let’s put a date on someday.

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.

Many firms organize their planning around your performance. We organize ours around your life.

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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

“These are truly amazing people who care for you.”

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

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Insights for every stage of retirement

Retirement

The Hidden Retirement Risk

While we have a degree of control over many of the choices involved, there’s one big wild card called “sequence risk.” This is the risk that you’ll encounter negative investment returns in early retirement. This is an important consideration, because the random sequence (or order) in which you earn your returns early in retirement can have a significant impact on your lasting wealth.

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.