CHANGE IS THE ONE CONSTANT IN LIFE
From ever-evolving tax law to economic cycles to unexpected family obligations, change is the only thing any of us can truly count on. CWA planners can help craft a plan that accounts for the current environment and your future needs.
FINANCIAL PLANNING FOR ANY STAGE
With a suite of services designed to meet you wherever you are in the ownership journey, CWA helps new doctors, growing clinics and established practices keep business goals on track and personal goals within reach.
THREE PLANNING OPTIONS TO KEEP YOU A STEP AHEAD
Through our Proactive Planning program, your CWA team creates an individualized strategy for your business and personal life. By constantly mining the financial landscape and adjusting in real-time, our team helps you maximize opportunities as they arise. Annual in-person working consultations anchor the process, giving you ample opportunity to ask questions and optimize for any changes in your practice or personal life.
PROACTIVE PLANNING PROVIDES COMPREHENSIVE GUIDANCE FOR PRACTICE AND PERSONAL LIFE
Personal Financial Assessment
Practice Financial Optimization
Essential Advisory Planning bundles accounting, tax preparation and tax guidance, scaled to meet the unique needs of growing practices.
ESSENTIAL ADVISORY PLANNING OFFERS THE RIGHT SERVICES FOR UP-AND-COMING PRACTICES
*Essential Advisory Planning program includes a FREE 6-month membership to Elite Dental Alliance.
The Proactive Planning for New Doctors program includes CWA’s full business planning and personal financial planning services with an emphasis on practice growth and reaching short- and long-term personal financial goals.
Associate Dentist Looking for Personal Financial Planning?
CWA offers personalized financial planning for Associate and DSO Dentists, including 1099 contractors.
![](https://www.cainwatters.com/wp-content/uploads/2024/07/Group-250-1024x631.jpg)
What Sets CWA Apart?
Experience
For 40 years, we’ve served thousands of clients nationwide, putting our flagship 3to1 principle of wealth accumulation to work.
Expertise
CWA primarily serves the dental industry. We know the unique intricacies of the dental business, as well as the mindset of dental practice owners, better than most CPAs.
Partnership
Financial planning isn’t a static product. It’s a process. Peace of mind is also more than just a number to reach. CWA aims to financially prepare you to reach your personal and professional goals.
Service
We are committed to delivering an unmatched personalized experience. Our 90%-plus retention rate is testament to the difference a dedicated support team makes.
address
17 Cowboys Way
Suite 300
Frisco, TX 75034
Phone
t: 972.233.3323
f: 972.663.3799
hours
Monday through Friday, 8:30 a.m. – 5 p.m.