Business Coaching Session

The CWI Business Coaching Session targets 1-2 SMART goals for your business. After the initial hour, you walk away with clear next steps for addressing any issues/obstacles revealed in the consultation. We will provide you with a coaching session summary report that details the analysis of the issue/problem and how to resolve it. This plan is ideal for those who are able to stay on track without CWI’s
ongoing guidance to successfully achieve the goals of the plan.

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