Business Coaching Plan

The CWI Business Coaching Plan targets complex obstacles that come with starting a new business. In the initial session, CWI will work together with you to identify and develop a plan of action that not only establishes 3-5 SMART goals for your business but tackles those obstacles over the next two months. This plan is ideal for those who want to stay on track to success with CWI’s ongoing guidance, review and solution-based methods to successfully achieve the goals of the plan that were outlined in the first session.

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.

CWI Money

Contact name

The CommonWealth Initiative


332 S. Michigan Ave., Suite 1032

Chicago, IL 60604



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CWI Money