CWI Financial Coaching
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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FINANCIAL COACHING SESSIONS AND PLANS

CWI Financial FastTrack Session

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.

Read more about our Financial FastTrack Session

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.

 

Business Fastrack Session Price: $249.00

 

  • Complimentary Initial Consultation:  The initial consultation with the CommonWealth Initiative is FREE.   It provides you with the opportunity to meet with a CWI Professional to share your goals and for them to evaluate your current financial situation, which will determine how The CommonWealth Initiative can assist you in moving forward to accomplish your objectives. The initial consultation is a verbal assessment of your current financial situation.   *Initial Consultations are held via phone

 

  • Financial FastTrack Session:  The CWI Financial Fastrack Session is a one-hour financial coaching session that allows you to focus on planning for a specific financial goal.  This eye-opening session provides you with answers, expert advice, and a plan of action to meet your goal.

 

  • Financial FastTrack Summary Report:  The CWI Financial Fastrack Summary Report is a written summary of your Fastrack session that highlights objectives, recommendations, and any plans of action addressed during the session.

 

  • One (1) Month Follow Email Up:  One month after completing your Financial Fastrack Session, your CWI Professional will follow up via email to check-in on your progress.

CWI WEALTH Plan

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.

Read more about our CWI WEALTH Plan

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.

 

CWI WEALTH Plan Price: $669

 

  • Complimentary Initial Consultation:  The initial consultation with the CommonWealth Initiative is FREE.  It provides an opportunity for you to speak with a CWI Professional to discuss your goals and for them to evaluate your current financial situation, which will determine the scope of your customized CWI Wealth Plan. The initial consultation is a verbal assessment of your current financial situation. *Initial Consultations are held via phone

 

  • Financial FastTrack Sessions :  The CWI WEALTH Plan comes with three (3) one-hour Financial Fastrack coaching sessions.  Based on your stated goals and objectives, the CWI Wealth Plan allows you to receive answers, expert advice, and a customized plan of action to meet your goals. Sessions must be used within three months of starting the CWI WEALTH PLAN.

 

  • Monthly Cash Flow Analysis:  Your monthly cash flow analysis provides a thorough monthly review of your money flowing in (income) and flowing out (expenses). The monthly cash flow analysis aids in identifying critical areas of financial strength and opportunities for areas of improvement.

 

  • CWI Concierge Desk :  From the moment you sign up for the CWI Wealth 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 can access the Concierge Desk for up to three (3) months or until your final session – whichever comes first.

 

  • CWI WEALTH Plan Summary Report:   The CWI Wealth Plan Summary Report is a written report that provides a synopsis of the CWI Financial FastTrack Sessions with accomplishments, recommendations, and next steps.

 

  • One (1) Month Email Follow Up:  One month after completing your CWI Wealth Plan, your CWI Professional will follow up via email to check-in on your progress.

COMPARE OUR FINANCIAL COACHING PLANS

  • CWI Financial Fast Track Session

    • Overview
      Hourly one-on-one session focused on client’s business goals and objectives
    • Initial Consultation
      Complimentary Initial Consultation
    • Virtual / In-Person (Session)
      Single one-on-one Coaching Session
    • Final Report
      Coaching Session Report
    • Post Coaching Contact
      Email Follow up
    • $249.00 (Per Session)

  • CWI WEALTH Plan

    • Overview
      Three month collaboration focused on client’s business goals and objectives
    • Initial Consultation
      Complimentary Initial Consultation
    • In-Person (Session)
      Three one-on-one Coaching Sessions
    • Final Report
      CWI Monitoring & Coaching Plan Report
    • Post Coaching Contact
      Email Follow up
    • $669.00 (Per Plan)