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?
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:
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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
As a member you can request a certain topic!
Unlimited Emails!
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:
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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
