Work With Us
At Terra Firma, we believe in building lasting partnerships with our members based on trust, transparency, and tangible results. Our process is designed to provide deep insights into your financial landscape and uncover significant opportunities for tax savings and financial growth.
Getting Started
After the Cash Flow Recovery conversation, our relationship with every client begins with an initial Discovery Process. During this time, we take a deep dive into your financial life, uncovering valuable information about your tax situation, business entity structure, assets, cash flow, and company valuation. This detailed analysis allows us to tailor a financial strategy that suits your unique needs and goals.
Based on our findings and the potential tax savings we identify, we’ll create a custom monthly membership plan designed to maximize your financial health. Our goal is for the IRS to cover our fee at least twice over, ensuring not only that our fee is covered but that you’re able to put additional money back into your business and portfolio.
Working With Terra Firma
At Terra Firma, we help doctors, business owners, and other high-income earners minimize their tax liability and use the savings to invest back into their practice, businesses, assets, and wealth. We take a holistic, all-inclusive approach to your tax planning and wealth building with a full-service membership that brings clarity and total peace of mind to your financial life.
Our initial process is designed to discover how much you’re overpaying in taxes currently and what you could be saving instead, and our membership is designed to dramatically lower those taxes and, as a result, greatly accelerate the growth of your wealth.
Step 1: Cash Flow Recovery
Our potential partnership begins with a brief conversation to uncover how much you’re overpaying in taxes and the potential savings you could achieve by working with us. We believe in paying your fair share of taxes – nothing more. If the savings make sense, we invite you to move forward with us into the next phase of our membership.
Step 2: Discovery Process
Once you join our membership, we dive deep into your financial life. In the first month, we’ll gather key documents like tax returns, investment statements, and, for business owners, profit-and-loss reports and balance sheets. Using this information, we’ll create a custom Strategic Asset + Tax Plan Design that outlines the plan we’ll implement and the exact financial impact our work will have on your taxes and wealth.
Step 3: Execution of Your Strategic Tax Plan
After Discovery, we continue with monthly membership. We implement your tax strategy throughout the year, with the goal of building a long-term, fruitful partnership to help you save on taxes, grow your wealth, and thrive in all areas of your life.
What’s Included
Our comprehensive Discovery Process includes a full financial assessment and draft tax plan, which we will share with you upon completion. As part of this process, we’ll hold an onboarding call to identify your core values and milestone goals. We’ll map out your assets, create a tailored plan, and present the tax savings we’ve uncovered, giving you complete clarity on the impact we can have on your finances, business, and life.
Your Full Financial Assessment
We conduct an exhaustive review of your financial status, identifying strengths and opportunities.
Your Personal Goals
We discuss your personal and professional aspirations to ensure our strategies align with your life goals.
Your Draft Tax Plan and Membership Proposal
We present a custom tax plan and membership proposal tailored to your needs.
Money Back Guarantee
We offer a no-questions-asked, money-back guarantee on our Discovery Process if you decide not to move forward with us after the first month. Our goal is to provide such valuable and impactful information during this period that continuing with our membership will be an easy and obvious choice.
Work With Us at Terra Firma
Get in touch with us to learn more, or start your Discovery Process today.
We look forward to partnering with you and helping you achieve total peace and confidence in your financial life, and beyond.