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The Pomegranate Membership

$50 Per Month ($600/Year)

Four 30 Minute Meetings with a ​CFP®, EA 

In-Person or Zoom Meetings

What's on your mind when it comes to your money?

  • Taxes

  • Debt

  • Insurance

  • Real Estate

  • Retirement

  • Investments

  • Cash Flow

Do you feel secure, worried, or need reassurance?

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.

Previous Newsletter Topics Included:

  • Home Equity

  • Building Credit

  • Cryptocurrency

  • Personal & Financial Security

  • Emergency Funds & Banking

  • Wealth & Net Worth

As a member you can request a certain topic!

Monthly Financial Planning Emails
Financial Planning Blog

Unlimited Emails!

Educational Content

Financial Planning Options
Financial Planning Guide

Trying to make an important financial decision?

Want to make sure you are considering

all your options?

We have the paths to guide you in making those decisions.

Find your Path in making decisions such as:

  • Should I lease or buy my next automobile?

  • What issues should I consider when dealing with high inflation?

  • What issues should I consider if I get a raise or promotion at work?

  • Will I have to pay tax on the sale of my investment?

  • Should I contribute to my Roth 401(k)?

Planning Software

RightCapital Software
Mobile Financial Planning Software
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