The Pomegranate Membership
$50 Per Month ($600/Year)
Four 30 Minute Meetings with a ​CFP®, EA
What's on your mind when it comes to your money?
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Taxes
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Debt
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Insurance
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Real Estate
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Retirement
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Investments
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Cash Flow
Do you feel secure, worried, or need reassurance?
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While meeting together we'll use financial planning technology to dive into your concerns and provide guidance so you can refresh & simplify your financial life.
Monthly Newsletter
Every newsletter comes with our Investment Client Corner.
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Previous Newsletter Topics Included:
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Home Equity
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Building Credit
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Cryptocurrency
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Personal & Financial Security
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Emergency Funds & Banking
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Wealth & Net Worth
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As a member you can request a certain topic!
Unlimited Emails!
Educational Content
Trying to make an important financial decision?
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Want to make sure you are considering
all your options?
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We have the paths to guide you in making those decisions.
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Find your Path in making decisions such as:
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Should I lease or buy my next automobile?
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What issues should I consider when dealing with high inflation?
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What issues should I consider if I get a raise or promotion at work?
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Will I have to pay tax on the sale of my investment?
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Should I contribute to my Roth 401(k)?
Planning Software
