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The Pomegranate Financial Membership

One-on-One Meetings with a ​CFP®, EA 

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 the exclusive Elements® app to dive into your concerns and provide guidance so you can refresh & simplify your financial life.

A Look Inside the Exclusive Element® App

Regular Live Webinars + Q&A

The World is Changing Faster Than Ever!

Our webinars help you stay up-to-date so you know how changes will impact your finances.

Think of new the recent changes:

  • Stimulus Payments

  • Student Loan Cancellation

  • Advanced Child Tax Credit

  • Inflation Reduction Act

  • Cares Act

  • PPP Loans

  • Digital Assets | The ups & downs of Crypto

We will help you make sense of constant changes.

Listen | Learn | Ask Questions | Receive Answers

Educational Content

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)?

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!

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