Business Fast Track Session
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.

CWI Business Fast Track Session

The CWI Business Fast Track Session targets 1-2 SMART goals for your business. After the initial hour, you walk away with clear next steps for addressing any issues / obstacles revealed in the consultation. We will provide you with a coaching session summary report that details the analysis of the issue/problem and how to resolve it.  Within one month, CWI will follow up with you to check on your progress.  This plan is ideal for those who are able to stay on track without CWI’s ongoing guidance to successfully achieve the goals of the plan.

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.
cwimoney.com
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!

cwimoney.com

COMPARE BUSINESS COACHING SESSIONS AND PLANS

CWI Business Fast Track Session

The CWI Business Fast Track Session targets 1-2 SMART goals for your business. After the initial hour, you walk away with clear next steps for addressing any issues / obstacles revealed in the consultation. We will provide you with a coaching session summary report that details the analysis of the issue/problem and how to resolve it.  Within one month, CWI will follow up with you to check on your progress.  This plan is ideal for those who are able to stay on track without CWI’s ongoing guidance to successfully achieve the goals of the plan.

Read more about our Business Coaching Session

Business Coaching Session: $129.00 (per session)

  •  COMPLIMENTARY INITIAL CONSULTATION

The initial consultation with The CommonWealth Initiative is FREE.   It provides an opportunity to get to know you and validate the business concept / idea.  This will help to identify common pitfalls and goals that will need solutions and a steady hand to achieve success.

The Business Coaching Session will allow CWI to develop a plan of action to tackle those  goals/pitfalls over the course of one or more sessions.  CWI will provide you with a summary report that provides an  analysis of any issues / pitfalls and how to resolve them.  CWI will follow up with you within a month to check on progress.

*Web conferencing available – consultations may be in person (Chicagoland area) or virtually.

Smart Guidance Goals are tangible goals that follow the SMART principles that CWI will provide you guidance or a road map to help you achieve. Choose 1-2 Smart Guidance Goals from the categories listed below or provide customized goals:

  •  BUSINESS DEVELOPMENT AND INCORPORATION
  1. Brainstorming the business concept/idea to flush out mission/vision
  2. Business setup and registration of your company
  3. Filing of intellectual property e.g., trademarks, copyrights, patents
  • ORGANIZATION AND OPERATIONS
  1. Identification of licenses, certifications, permits, etc. needed to pursue business and necessary application procedures
  2. Development of manuals, processes and internal operations
  3. Business hierarchy and/or organizational structure
  • MARKETING
  1. Marketing strategy
  2. Logo, advertising and marketing material designs and concepts
  •  FINANCIALS
  1. Cash handling/bookkeeping procedures
  2. Technical setup of electronic payments, banking, etc.
CWI Business Advantage Plan

The CWI Business Advantage Plan targets complex obstacles that come with starting a new business. In the initial session, CWI will work together with you to identify and develop a plan of action that not only establishes 3-5 SMART goals for your business, but tackles those obstacles over the next two months. This plan is ideal for those who want to stay on track to success with CWI’s ongoing guidance, review and solution based methods to successfully achieve the goals of the plan that were outlined in the first session.

Read more about our Business Advantage Plan

Business Coaching Plan:  $348.00 (3 month increment)

  •  COMPLIMENTARY INITIAL CONSULTATION

The initial consultation with The CommonWealth Initiative is FREE.   It provides opportunity to get to know you and validate the business concept / idea.  This will help to identify common pitfalls and goals that will need solutions and a steady hand to achieve success.

The Business Coaching Session will allow you and CWI to develop a plan of action to tackle those  goals/pitfalls over the next two months under the guidance of CWI.

*Web conferencing available – consultations may be in person (Chicagoland area) or virtually.

Smart Guidance Goals are tangible goals that follow the SMART principles that CWI will provide you guidance or a road map to help you achieve. Choose 3-5 Smart Guidance Goals from the categories listed below or provide customized goals:

  •  BUSINESS DEVELOPMENT AND INCORPORATION
  1. Market and industry analysis to assess the viability of the business concept
  2. Business setup and registration of your company
  3. Filing of intellectual property e.g., trademarks, copyrights, patents
  • ORGANIZATION AND OPERATIONS
  1. Development and implementation of human resources, compliance management, or business continuity policies
  2. Identification of licenses, certifications, permits, etc. needed to pursue business and necessary application procedures
  3. Business hierarchy and/or organizational structure
  • MARKETING
  1. Marketing strategy
  2. Logo, advertising, and marketing material designs and concepts
  •  FINANCIALS
  1. Systems for accounting and bookkeeping
  2. Technical setup of business accounts, e.g., banking, brokerage, etc.

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)