Understanding Pomegranate Planning
Together we focus on what is most important to you. Typically that falls into some of the following topics: debt management, credit, tax planning & tax preparation, retirement, investments, insurance, cash flow, etc.
My philosophy is maintaining financial flexibility so that you can adjust financially as your plans and goals change in the future.
The Pomegranate Financial Report Card helps you see where improvement can and has been made. It includes checklists and custom tips for you.
Typical Timeline
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First Meeting:
There's no cost. We talk about what you are looking for, your expectations, our expectations, and how we can best work together.
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An email is sent out summarizing our meeting along with an agreement for you to review and set up payment. The email summarizes how we can provide value to your financial life.
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More meetings/emails are allowed as necessary before signing the agreement to clarify the financial planning you are looking for.
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Second Meeting:
We input your information into our financial planning software and begin to delve deeper into your most important priorities. Our goal is to understand each other best so that strategies are customized and implemented based on your comfort and preferences.
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Future Meetings:
We continue to meet as often as needed in order to refresh and simplify your financial life. We will use the report card to assess what else should be accomplished so that most if not all your financial topics are in the green!
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Typically meetings are 1-2 times per month for the first few months and then reduce down to 1 time every six weeks thereafter.
Examples of Pomegranate Planning
