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Conquer Debt Without Touching Your 401(k) Through Custom Financial & Tax Strategies

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E-Book 10 Factors Before Cashing Out Your IRA
Blake Jones, CFP®, EA

Start Planning Today

1. Talk to Blake

In-Person or Zoom

Meet with Blake so he can understand what you are looking for and explain the options of working together.

2. Choose A Plan

Subscription Financial Planning

Choose the plan best for you  Membership, Premier, or Basic

3. Refresh Your Financial Life

Refresh My Financial Life

We work together to remove financial fear and stress while empowering you with financial confidence leading you to a healthy financial life.

What Kind of Custom Strategies?

Strategies vary for everyone because each financial life is unique.


  • There's no one size fits all.

For some it may be looking at credit card balance transfers, closing a card, or opening a new credit card.


For others it may be taking out a 401(k) loan or a HELOC or getting a student loan.


It may look like structuring your emergency fund differently, adjusting your investment contributions, or changing the financing on your vehicle.

At times we might incorporate credit card juggling. Other times we take a look at which investments to pull from. It might make sense to contribute more to an HSA or start a business to lower your taxes.

Simply by tweaking your insurance, converting your IRA to Roth, or adjusting how you save for education might be the difference in achieving your goals.

By planning & strategizing we focus on lowering interest on your debt, paying less in taxes, investing appropriately, and boosting your financial life.

A Lack of Planning Can Add Up

Many working families struggle with

financial knowledge & plans which leads to higher stress.

How To Lower Interest on Debt

How much more interest are you paying on debt?

A lack of planning causes you to forget about the

future because your current financial needs are too great.

How To Lower Federal Income Taxes

How much more in taxes are you paying each year?

We help working families lower interest on their debt,

pay less in taxes, avoid bank fees, get excited about their financial future, and boost their financial confidence.

Pomegranate Financial Report Card
10 Tax Strategies!

Pomegranate Planning allows you to enjoy...

  • Shopping guilt free while spending responsibly.

  • Open your finances with confidence, excited to see your progress.

  • Feel at ease about your taxes, already knowing the results ahead of time.

  • Live happier knowing your money is working for you.

  • Be excited to continue saving, investing, & paying down debt in the optimal way.

Wise Financial Decisions

We know what it feels like to want to run away from financial decisions.

Our strategies solve that fear and get you excited about looking at your financial progress.

With our experience in taxes, investments, debt management, and insurance we can create custom strategies for you.

Designations and Affiliations 

Certified Financial Planner
Member of XY Planning Network
Enrolled Agent
Fee-Only Network Member
Featured on Wealthtender
Member of NAPFA
Utah Financial Advisor Network
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