We understand that choosing the right financial partner is a big decision. That’s why we’re inviting you to our Friday morning Zoom call, an open Q&A session designed just for you.

This is your chance to:

• Meet our team and get a feel for our approach 
• Ask any questions you have about our services, processes, and expertise 
• Understand how we can help you streamline your financial life and save on taxes

It’s an informal, no-pressure way to explore how we can work together to achieve your financial goals. Think of it as a virtual “office hours” where you can pop in, get the answers you need, and see if we’re the right fit for you.

When: Friday mornings at 8:30am PST | 9:30am MST | 10:30am CST | 11:30am EST 
Where: Zoom
With whom: Bob Wolf, Joe Arioto, and Erin Nevicosi of Terra Firma

Ready to join us? Simply fill in your name and email to register for this week’s session. We’ll send you a calendar invite with the Zoom link included once you’re registered. 

We look forward to connecting with you!