At the CommonWealth Initiative, our commitment to promote “well-being” for the “common-good” is paramount. As a financial services company, it is important we do our part in helping to increase access to vital financial planning services. Most do not want a hand-out, but simply a hand-up in these challenging economic times.
Our goal is not for affordability to be the determent of prospective clients taking control of their finances, as cost sometimes may be a hindrance. Therefore, we want you to be inspired and continue your quest to financial independence. To those that qualify, we offer the CommonWealth Inspireä discount rate, which is a price reduction on specific plans and services to ease the burden of cost to clients.
Please see the CommonWealth Inspireä rates on the right:
The CommonWealth Inspireä for Students rate is for college and/or trade school students who seek financial coaching, business consulting or estate planning services.
The one time 10% price reduction rate may be applied to financial coaching, business consulting or estate planning services.
Qualifications: Student must be currently enrolled in an accredited college, university, or trade school.
*Students must provide proof of identification and/or current college attendance in order to receive/qualify for the rate. Qualification must be provided prior to rendering payment for services.
The CommonWealth Inspireä Economic Hardship rate is designed for individuals who may experience financial hardships and are the recipients of a state or U.S. government assistance program. Our goal through this discount rate is to make financial coaching, business consulting and estate planning services accessible and more affordable.
The one time 15% price reduction rate may be applied to financial coaching, business consulting or estate planning services.
Qualifications: State or U.S. Government Assistance Program Recipient (i.e., Unemployment, WIC, SNAP, Food Stamps, etc.)
*Recipients must provide proof of identification and receipt of benefits (i.e., benefits letter naming you as the benefactor, determination letter, etc.)