CWI Money | The CommonWealth Initiative
The CommonWealth Initiative™ is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial coaching. Our services are confidential, forward-thinking and affordable, with the purpose to promote financial “well-being” for the “common-good”.
CWIMONEY, Financial Planning, Financial Planner, Free Consultation, Estate Planning, Estate Planner, Business Consulting, Business Consultant, CWI, CWI University, Money, Chicago Money,
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Have you received a FREE CONSULTATION from us? Get yours today!

See How We Get The Results You Want

Traditionally, most financial planning firms offer solutions and advice that mainly focus on your investment portfolio and much less consideration of the other equally vital components of your financial life such as budgeting and money management.  Could this be the reason why so many of us struggle in this area?

Our budgeting, money management, and financial coaching services are offered in a forward thinking way to address personal finance problems from an “out-of-the-box” perspective.

EXPERIENCE THE COMMONWEALTH WAY

FORWARD THINKING

Our team of professionals think progressively and possess the ability to look beyond the “present” and formulate money management strategies and plans based on goals and objectives for the future.

TRANSPARENCY

Our plans and fees are clear and concise and easily found on our site. It should not be a mystery of what we do and the cost associated to our clients (we just saved you some time and that equates to money).

ACCESSIBILITY (VIRTUAL PLANS)

We are able to work with you locally and abroad, right from the comfort of your computer, tablet, or smartphone. Today’s technology enables us to meet you right where you are.

AFFORDABILITY

We offer some of the most affordable plans in our industry, making us accessible to everyone. Learn more about our CommonWealth Inspire Rate (link) to see if you qualify

OUT-OF-THE-BOX THINKING

We know your time is valuable and limited so we make money management and budgeting easier – simply bring us your bills and we will do the rest: organize, prioritize, and offer solutions.

STRAIGHT FROM THE HIP ADVICE

If the numbers do not make sense (or cents), then you cannot afford it; that is the type of advice you can expect from us. A straight-forward approach to get you to where you want to be.

WE WORK HARD FOR YOU. COMPARE OUR SERVICES.

Financial Coaching

CommonWealth Financial Coaching is ideal for our clients who are in need of access to effective, confidential, and sound advice on common money management issues.

Business Consulting

CommonWealth Business Consultants will help to improve performance and efficiency within your business through analysis and creating solutions to meet your goals

Estate Planning

Let us help you protect your family and assets by making a plan in advance and naming whom you want to receive the things you own after you are no longer here.

“We’re changing
lives financially,
one community
at a time”

Bridging the gap

We’re changing lives financially, one portfolio, one person, and one community at a time. We fulfill this mandate for community change by leading initiatives to address financial education disparities and foster advancement in communities. Our proclamation is to encourage the creation of like-minded initiatives in our communities and to support existing organizations with similar missions and causes.

WEALTH BUILDING CENTER

CWI UNIVERSITY

Information is a valuable commodity, and at CWI University, we assist you on your journey to financial freedom by providing educational videos on various advanced topics on budgeting, money management, and investing. Please sign up for our subscription service to CWI University and learn to build lasting wealth.

PUBLICATIONS & ARTICLES

At The CommonWealth Initiative, we believe that knowledge and information are your most valuable commodities.

Estate Planning is easier than you think.  Let us help you protect your loved ones.

WHAT OUR CLIENTS SAY
ABOUT US

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Start the new year by getting your finances back on track. Create your plan with us today.
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