|About||The CommonWealth Initiative™ is a financial planning and consulting firm specializing in budgeting, money management, and financial coaching.|
|Mission||Our mission is to change lives financially, one portfolio, one person, and one community at a time.|
The CommonWealth Initiative™ is a Chicago-based financial planning and consulting firm specializing in budgeting, money management, and financial coaching. We take a forward-thinking approach to money management solutions, and provide our clients the convenience of working with their coach/planner virtually.
The CommonWealth Initiative's vision is to be the premier resource for personal finance management and consulting, serving individuals and families that range from low-to-high in income, net-worth, and overall wealth.
Our commitment is to empower individuals, families, businesses, and communities to become more fiscally responsible, wealth conscious, and focused on building financial legacies.
The CommonWealth Initiative's Services:
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.
Coaching Session: $99.00 (hourly)
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.
Coaching Plan: $267.00 (3 month increment)