PLAN PRICING

The onboard fee covers the initial cost of setting up the accounts and software's needed to initiate any planning. It is a one-time fee and will not be charged again if you move up in the planning phase. Have more questions? Visit our FAQ page.

Best fit for those who are beginning their financial planning journey, generally fledgling entrepreneurs and business owners with young, growing families. We will cover the fundamentals to help lay a solid foundation. 

Onboarding Fee*

$900

Monthly Fee**

$60

*one-time fee

**monthly fee is continuous

Best suited for more established entrepreneurs, business owners, and professionals who are looking to organize their assets and liabilities, pay down debt, and establish a path to a work-optional retirement.

Onboarding Fee*

$2,500

Monthly Fee**

$175

*one-time fee

**monthly fee is charged during months of active planning to complete the journey.

Best suited for established entrepreneurs, business owners, or families with a high net worth (usually greater than $10M). Everest includes services from both Hill Country and Sierra with advanced tax, estate and legacy planning.

Onboarding Fee*

Monthly Fee**

$400

*one-time fee

**monthly fee is charged during months of active planning to complete the journey.

$7,500

Our Team Will:

  • Educate employees about their benefits options & what they provide.

  • Assist in selecting the best benefit options for their unique situation.

  • Communicate the value of the benefits you provide.

SHERPA

For a custom proposal, give us a call at 210 - EMPOWER

Example:

  • a customized version of Hill Country is offered to your rank-and-file employees. 

  • For your key and highly compensated employees, a customized version of Sierra is offered. 

  • And for your C-suite team, provide a customized version of Everest.   

Call for Pricing

For business owners who want to take care of their workforce by providing professional financial guidance as part of their benefits package.   

This communication strictly intended for individuals residing in the states of AL, AR, CA, CO, GA, KS, MD, MI, PA, TN, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC or NCUA insured, are not guaranteed by the bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser. 

Copyright 2020

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