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Why Pomegranate Financial LLC?

What Questions Do You Have?

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No Commissions
Straightforward Advice
No Sales Pitches

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Flat Fees
Transparent Fees
Fiduciary

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Virtual Meetings
In-Person Meetings
Unlimited Emails

  • Should I pay down my mortgage or save more in my retirement plan?

  • How do I prioritize my debts to pay off?

  • Where is the best place to put my extra cash/savings?

  • How do I increase my financial flexibility?

  • How much insurance do I really need?

  • Am I investing the right way?

  • When should I sell my stocks/crypto?

  • When and how do I keep my estate planning documents done?

  • I feel like I pay too much in taxes? How can I lower them?

Here's How We Can Work Together:

1. Complimentary Meeting

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2. Choose Your Plan

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We will work together based on either 4 scheduled meetings (Membership), a 6 month, or a 12 month agreement.

The agreements include unlimited meetings to make sure your finances are optimized.

I focus on what's most important to you Now while also reviewing all the relevant financial topics.

Everyone Receives

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Option #1

Pomegranate Membership

  • Four 30 minute meetings with a CFP, EA

$50/Month

For 12 Months

  • Access Financial Planning Software

  • Educational Content

  • Monthly Newsletter

  • Unlimited Emails

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Option #2

Basic Financial Planning

  • Retirement Planning

  • Education Planning

$250/Month

For 6 Months

  • Employee Benefit Analysis

  • Debt Management

  • Estate Planning

  • Credit Analysis

  • Insurance Review

  • Cash Flow & Net Worth

  • Goals

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Option #3

Premier Financial Planning

  • All Basic Financial Planning Services

$225/Month

For 12 Months

  • Individual Tax Preparation

  • Tax Planning

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So what about Investment Management?

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Investment Management is included in any of the four options above. However, with the membership it is only included if it's used as one of the 4 meetings. 

The Investment Meeting Includes the Following:

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  •  Review Your Portfolio

  •  Customize For Your Goals

  • Set Up Relevant Accounts (if necessary)

  •  Optimize Your Investments

3. Refresh & Simplify

Your Financial Life

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