Cancellation Policy
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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Cancellation Policy

CWI Cancellation Policy

CWI Cancellation Policy

Clients shall have the right to cancel their current coaching session, plan, or service and request a full or partial refund under The CommonWealth Initiative (“CWI”) Cancellation Policy. For coaching sessions and plans, to receive a full refund after the engagement of CWI, clients must make a cancellation request in writing by letter or email to CWI at least 48 hours in advance of the first coaching session.

Clients must make a cancellation request for partial refunds by letter or email to CWI at least 48 hours before the next coaching session. Partial refunds and cancellation fees for coaching sessions are rendered according to the following schedule:

Financial FastTrack Session

A $50.00 cancellation fee will be applied if the client cancels within 48 hours of the scheduled Financial FastTrack coaching session.

WEALTH Plan

Cancellation after 1st Session – Client receives $750.00 | (50 %)

Cancellation after 2nd Session – Client receives $375.00 | (25 %)

Business FastTrack Session

A $50.00 cancellation fee will be applied if the client cancels within 48 hours of the scheduled Business Coaching session.

Business Advantage Plan

Cancellation after 1st Session – Client receives $1,250.00 | (50 %)

Cancellation after 2nd Session – Client receives $625.00 | (25 %)

Estate Plans

A $100.00 cancellation fee will be applied if the client cancels before the client review and approval phase for the estate plan for individuals and couples.

How Refunds Will Be Issued

Approved cancellation requests may be issued a refund check, which will be mailed to the address of record for the client.