Estate Planning Tools
CWI provides affordable document assistance services for our estate planning clients. A self-directed questionnaire is used to collect information required to create attorney-prepared legal documents. Our transparent pricing model includes the drafting and delivery of initial documents. In some cases, an additional fee may be incurred for signing and execution services. During the “Q” Review, our professionals meet with clients to ensure accuracy and completeness.
This important step is scheduled with your availability in mind and can be in-person or virtual.
**CWI Estate Plan for Individuals
**CWI Estate Plan for Couples
Tell us about your business’ mission:
Our mission is to change lives financially: one portfolio, one person, and one community at a time. This is the impetus to how we conduct business and work with our clients.
Best thing about your work:
We take a professionally supportive approach to money management in order to bridge the gap to financial independence. Our products, services, and consulting are offered to clients and is not influenced by commission-based sales products, tactics, income and net worth requirements and/or restrictions.
Why are you excited to partner with the YWCA?
The CommonWealth Initiative is excited to partner with the YWCA as we share similar values around empowering individuals and communities.
The CommonWealth Initiative
332 S. Michigan Ave., Suite 1032
Chicago, IL 60604