Welcome to Terra Firma!

We're excited to welcome you as a member and can't wait to show you what's possible with your tax savings, wealth building, and achievement of your biggest goals. 

What Happens Next?

1. Welcome Email: You'll receive a welcome email from a member of our team that tells you what to expect at each step of our Discovery process. 

2. Upload Your Tax Returns: Inside that email will be a link to upload your last two years of tax returns, which we'll use to put together you strategic tax plan presentation and side-by-side tax return analysis.

3. Schedule Your Onboarding Call: You'll also find a calendar link in your welcome email to schedule your onboarding call with your coach. Please plan to schedule that for after you've uploaded your documents, usually within the first 7-10 days of membership. 

Our Guarantee

Your satisfaction with the Discovery Phase is completely guaranteed. If you're not 100% satisfied, we will refund your initial payment, no questions asked. We are here to build a lasting partnership that truly benefits your financial and business goals.

Questions?

If you have any questions or need further information, please don’t hesitate to reach out to us. You can contact our support team at [email protected] or call us directly at (833) 872-3762.

We look forward to working with you!