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CWIMoney

CWIMoney

332 S Michigan Ave, Ste 1032, Chicago (IL), 60604, United States

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(312) 574-0866

Categories
Now CLOSED
Work hours
MO 09:00 – 17:00 SA 09:00 – 13:00
TU 09:00 – 17:00 SU closed
WE 09:00 – 17:00
TH 09:00 – 17:00
FR 09:00 – 17:00
About The CommonWealth Initiative™ is a financial planning and consulting firm specializing in budgeting, money management, and financial coaching.
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Mission Our mission is to change lives financially, one portfolio, one person, and one community at a time.
Description 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.
Founded February 2012
Products 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)
  • 332 S Michigan Ave, Ste 1032, Chicago (IL), 60604, United States
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