Financial 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 firstborn. This plan is ideal for those in need of affordable, confidential, and sound advice on more complex money management issues. Financial coaching sessions can be conducted online from the comfort of your home or office.

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