The CWI Financial Fastrack Session provides concierge financial planning advice in a powerful, eye-opening one (1) hour coaching session. It is ideal for clients in need of immediate, confidential, and sound advice on common money management issues. This one-on-one collaboration allows the client to focus their attention on one specific money management topic, from budgeting strategies for your wedding to guidance on paying for a significant purchase.
Is the CWI Financial Fastrack Session for me?
The CWI Financial Fastrack Session is ideal for individuals with independence and motivation to go after short-term and immediate financial goals without needing ongoing guidance from The CommonWealth Initiative to provide direction.
The CWI Wealth Plan gives you concierge access to financial planning to meet long-term goals that cannot be solved in one session. The Wealth Plan provides support and guidance during major financial decisions, such as buying a home or budgeting to save for the college of your first child. This plan is ideal for those in need of affordable, confidential, and sound advice on more complex money management issues. Sessions may be conducted virtually from the comfort of your home.
Is the CWI WEALTH Plan for me?
The CWI Wealth Plan is ideal for those with long-term financial goals that prefer extended hand-in-hand support and coaching to overcome or plan for complex financial purchases or decisions.