CWI Business Services
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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ARE YOU CONSIDERING STARTING A BUSINESS?

Having your personal finances in order is one thing – building and maintaining your assets are another.  Having your own business, be it buying real estate, running a retail operation, or even investing in other businesses, it is important to start out with a sound foundation and proven, working systems and processes.

Advantages in Starting a Business

Opening a business has several advantages:

  • Legal and tax advantages – Businesses can own property and protect you from liabilities. Many expenses can be deducted that are related to your business, but are also used in your personal life. We are not the experts on that, but we know it to be true!
  • Funding opportunities – Businesses often are offered loans or grants to do certain activities. Use someone else’s money to follow your dream!
  • Self-fulfillment – The core of starting and running your own business is IT’S YOUR BUSINESS. You are the boss and set the rules. And it is truly the best school you can ever enroll in.
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Understanding The Different Stages of Business
  • Start-Up – Businesses that are in year 0 that are honing their offering of goods and services developing processes and systems. Establishing the foundation for the enterprise.
  • Development – Businesses that are in years 1-3 that are refining and improving goods, services, processes, and systems. Sharpening the iron, so to speak.
  • Growth – Businesses that are beyond year 3 with opportunities to expand. Your company has struck gold! And you want to go bigger!

Dissolution would be the fourth, but we want to build businesses, not destroy them!

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BUSINESS COACHING SESSIONS AND PLANS

CWI Business Fast Track Session

The CWI Business FastTrack Session provides power-packed business coaching and strategy in a one (1) hour coaching session.  This one-on-one collaboration allows the client to focus their attention on specific business obstacles that will provide your business coaching session framework based on the CWI Business Model. In your CWI Business Fastrack Session, you and your CWI Business Coach will further explore your goals and obstacles.  Your CWI Coach will then provide you with a summary report that reiterates the analysis of the discussed barriers and specific next steps to achieve the identified goals for your business. One month after completing your Business Fastrack Session, your CWI Coach will follow up via email to discuss your progress.

Read more about our Business Coaching Session

Is a Business Fastrack Session for me?

The Business Fastrack Session is ideal for business owners with independence and the desire to go after short-term and immediate goals without needing ongoing guidance from the CommonWealth Initiative.

Business Fastrack Session Price: $149.00

Complimentary Initial Consultation

The initial consultation with the CommonWealth Initiative is FREE.  It provides an opportunity to get to know you, your business journey and goals, and desired outcomes.  This consultation will help determine the appropriate next steps and the potential scope of the plan used to drive the discussion and strategy for your CWI Business Fastrack Session.  *Initial Consultations are held via phone

Business FastTrack Session

The Business Fastrack Session will allow your CWI Business Coach to have focused conversations with you about specific obstacles identified during your complimentary consultation and the journey to overcome these obstacles. The Business FastTrack session also explores the assets within your business, personal and professional network, and community ecosystem. For maximum results, business owners are encouraged to be transparent and collaborative during the coaching process.

Business FastTrack Summary Report

The CWI Business Fastrack Summary Report is a written report that provides an analysis of discussed issues, a synopsis of the Business Fastrack Session, and suggested resources and next steps.

One (1) Month Follow Up

One month after completing your Business Fastrack Session, your CWI Professional will follow up via email to discuss your progress and any suggestions for corrective action.

CWI Business Advantage Plan

The CWI Business Advantage Plan targets complex obstacles that come with starting or growing a business. Your CWI Professional will help identify two to four barriers limiting maximum success for your business in the complimentary consultation and will then lead you through the CWI Business Advantage Plan to create a strategy to overcome those obstacles. After completing the CWI Business Advantage Plan, your CWI Professional will provide you with a detailed report that reiterates the discussed barriers and specific next steps to achieve the goals identified. One month after completing your CWI Business Advantage Plan, your CWI Business Coach will follow up via email to discuss your progress and next steps.

Read more about our Business Advantage Plan

Is the CWI Business Advantage Plan for me?

The CWI Business Advantage Plan is ideal for those with long-term business goals that prefer extended hand-in-hand support and coaching to overcome complex issues limiting their business from reaching its maximum success.

Business Advantage Plan Price: $399

Complimentary Initial Consultation

The initial consultation with the CommonWealth Initiative is FREE.  It provides an opportunity to get to know you, your business journey and goals, and desired outcomes.  This consultation will help determine the appropriate next steps, 2-4 business goals, and the potential scope of plan used to drive the discussion and strategy for your Business Advantage Plan.  * Consultations happen online or via phone.

Business FastTrack Sessions

The Business Advantage Plan includes three (3) individual 1-hour Business Fastrack Coaching Sessions.  In addition to discussing strategy and resources with your Business Coach, the sessions also explore the assets within your business, personal and professional network, and community ecosystem.

CWI Concierge Desk

From the moment you sign up for the CWI Business Advantage Plan until you complete your final session, you will have access to the CWI Concierge Desk. The CWI Concierge provides exclusive support for clients to access live support via phone, a planned meeting, or email support. Clients may access the Concierge Desk for up to three (3) months or until your final session – whichever comes first.

CWI Business Advantage Summary Report

The CWI Business Advantage Summary Report is a written report that provides an analysis of discussed issues, a synopsis of your CWI Business FastTrack sessions, and suggested resources and next steps.

One (1) Month Email Follow Up

One month after completing your CWI Business Advantage Plan, your CWI Professional will follow up via email to discuss your progress and any suggestions for corrective action.

COMPARE OUR BUSINESS COACHING PLANS

  • CWI Business Fast Track Session

    • Overview
      Hourly one-on-one session focused on client’s business goals and objectives
    • Initial Consultation
      Free Initial Consultation
    • Virtual / In-Person (Session)
      Single one-on-one Coaching Session
    • Final Report
      Coaching Session Report
    • Post Coaching Contact
      Email Follow up
    • $129.00 (Per Session)

Which one meets your goals?

  • CWI Business Advantage Plan

    • Overview
      Three month collaboration focused on client’s business goals and objectives
    • Initial Consultation
      Free Initial Consultation
    • In-Person (Session)
      Three one-on-one Coaching Sessions
    • Final Report
      CWI Monitoring & Coaching Plan Report
    • Post Coaching Contact
      Email Follow up
    • $348.00 (Per Plan)