The CommonWealth Initiative™ is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial services. Our services are confidential, forward-thinking and affordable, with the purpose to promote financial “well-being” for the “common-good”.
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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.
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 FAST TRACK SESSION PRICING
CWI Financial Fast Track Session
Overview Hourly coaching session focused on client’s financial goals and objectives
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