CWI Coaching Session
The CWI Coaching Session is an innovative concept in combining financial planning advice into a power-packed one (1) hour financial coaching session. It is ideal for clients in need of access to effective, confidential, and sound advice on common money management issues. This is a one-on-one collaboration that can cover a myriad of money management topics, from budgeting strategies for your wedding, to guidance on the affordability of an anticipated purchase.
Read more about our Coaching Session
Coaching Session: $99.00 (hourly)
- COMPLIMENTARY INITIAL CONSULTATION
The initial consultation with The CommonWealth Initiative is FREE. It provides opportunity to get to know you and conduct an evaluation of your current financial situation, which will determine if financial coaching is required for your financial need.
The initial consultation is a verbal assessment of your current financial situation. This does not generate a written analysis or recommendations. Consultations may last up to 15 minutes.
*Web conferencing available – consultations may be in person (Chicagoland area) or virtually.
- ONE-ON-ONE COACHING SESSION
An hourly, one-on-one coaching session is both empowering and inspiring. You receive answers and direction to different topics pertaining to personal finance management. The CommonWealth coaching session can assist in establishing goals and a plan of action.
*Web conferencing available – Coaching sessions may be in person (Chicagoland area) or viritually.
- CWI COACHING SUMMARY
The CWI Coaching Summary is a written and/or emailed synopsis of your coaching session(s) that highlights objectives, recommendations, and any plans of action addressed during the session.
- ONE (1) MONTH FOLLOW UP
CWI Coaching Plan
The CWI Coaching Plan puts accountability and action into play with our three- month coaching session. It provides the support and guidance during major financial decisions, such as buying a home or budgeting to save for the college education of your first-born. This plan is ideal for those in need of affordable, confidential, and sound advice on more complex money management issues. Financial coaching sessions can be conducted online from the comfort of your home or office.
Read more about our Coaching Plan
Coaching Plan: $267.00 (3 month increment)
- COMPLIMENTARY INITIAL CONSULTATION
The initial consultation with The CommonWealth Initiative is FREE. It provides opportunity to get to know you and conduct an evaluation of your current financial situation, which will determine if financial coaching is required for your financial need.
The initial consultation is a verbal assessment of your current financial situation. This does not generate a written analysis or recommendations. Consultations may last up to 15 minutes.
*Web conferencing available – consultations may be in person (Chicagoland area) or virtually.
- THREE (3) ONE-ON-ONE COACHING SESSIONS
The CWI Coaching Plan comes with three (3) hourly, one-on-one coaching sessions. You receive answers and direction to different topics pertaining to personal finance management. Your CommonWealth coaching sessions helps you establish a plan of action and monitors your progress.
*Web conferencing available – Coaching sessions may be in person (Chicagoland area) or viritually.
- CWI MONITORING
CWI monitoring tracks client’s progress during coaching sessions and realigns goals as needed to obtain coaching objective(s). In addition to monitoring, you receive a written and/or emailed synopsis of your coaching session that highlights objectives, recommendations, and any plans of action addressed during the session.
- 3 MONTHS OF UNLIMITED EMAIL SUPPORT
We provide three (3) months of unlimited email support.
*Support commences at start of plan
- ONE (1) MONTH FOLLOW UP
COMPARE OUR FINANCIAL COACHING PLANS
CWI Coaching Session
-
- Overview
Hourly one-on-one session focused on client’s personal financial goals and objectives - Initial Consultation
Free Initial Consultation - In-Person (Session)
Single one-on-one Coaching Session - Final Report
Coaching Session Report - Post Coaching Contact
Email Follow up -
$99.00 (Per Session)
- Overview
Tailored to meet your goals
CWI Coaching Plan
-
- Overview
Three month collaboration focused on client’s personal financial 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 -
$267.00 (Per Plan)
- Overview
GET ANSWERS TO COMMON QUESTIONS
What is financial coaching?
Financial Coaching is a supplement to financial planning where the “coach”, in a solution-focused partnership with the client, provides financial guidance, and helps to establish and monitor goals. The coach also provides accountability, if goals are not met.
Why do I need a financial coach?
You need a trusted, competent professional who is skilled at objectively assessing your financial situation, with the ability to provide information and sound guidance. There are various reasons to use a financial coach. One of which, is when clients have a financial goal and/or seek guidance to develop a plan of action to accomplish that goal. The financial coach also establishes a climate that is conducive to the client freely sharing financial history, with the assurance of no reprisal.
How can financial coaching benefit me?
There are countless benefits for using financial coaching. The most important is the potential of the client to gain ultimate control of their finances and provide better money management solutions.
Is financial coaching the same as counseling?
Financial coaching differentiates from counseling in that coaching focuses on collaboration, planning, and achieving goals through modification of financial behaviors. While counseling may be interpreted as being more therapeutic, symptom driven and may focus on an acute problem.
Do you sell stocks, securities or insurance products?
The services provided do not constitute legal, accounting, or investment advice as defined by the Investment Advisers Act of 1940
How does a coaching session work?
- Client schedules complimentary consultation online
- Financial professional conducts free consultation with client
- Client executes coaching agreement and remits payment (electronically, generally)
- One-hour coaching session with client
- Client receives an emailed summary of highlights of coaching session
- Client receives one-month follow up after consultation
Is my personal information shared with The CommonWealth Initiative protected?
In order to provide the best service possible, your personal information is kept private and confidential. We will NOT sell or share your personal information to a third party without your expressed consent.