The Pomegranate Membership
$100 Per Month ($1,200/Year)
Four hours worth of Meetings with a ​CFP®, EA
¿Qué tienes en mente cuando se trata de tu dinero?
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Impuestos
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Deuda
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Seguro
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Bienes raÃces
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Jubilación
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Inversiones
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Flujo de fondos
¿Se siente seguro, preocupado o necesita tranquilidad?
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Mientras nos reunimos, usaremos la aplicación Elements® exclusiva para profundizar en sus inquietudes y brindarle orientación para que pueda actualizar y simplificar su vida financiera.
Annual Preparation of Your Individual Tax Return
Included with your membership is preparation of your tax return! You'll be able to schedule a separate 30 minute appointment while I prepare your tax return OR you can simply upload your tax documents and I'll have your return prepared within a week!
Unlimited Emails
Reach out anytime with your questions or ideas regarding your finances. Follow up with meetings and set the agenda as you would like for the next meeting. Or request a review of your RightCapital Financial Planning account.
Access Videos From Pomegranate Taxes Inc
Curious about setting up a business, incorporating a new tax strategy, or learning more about how taxes work? You'll have access to 50+ videos breaking down different tax strategies with resources that you can customize to your own financial life.
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)?
Financial Planning Software
You can run your finances all through RightCapital! This is one of the best financial planning softwares available. The software includes budgeting, reconciling, retirement projections, insurance analysis, investment review, estate chart, education, and seeing all your finances in one place!
