Financial 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.

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