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. 

Have 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!