REACH YOUR FULL FINANCIAL POTENTIAL

Personal Planning that keeps your goals on track
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THE PATH TO FINANCIAL FREEDOM

Financial planning services aren’t just for business owners. Whether you’re an associate in a private practice or a DSO, or a contract dentist, CWA advisors will custom tailor a plan to put you on a path to financial freedom.

INVESTED IN YOUR SUCCESS

The most successful financial plans start with a partner who invests the time to get to know you. At CWA, our hands-on approach to learning our clients’ wants, needs, goals and dreams helps us craft a long-term plan that fits your life now and into the future.

PLANS BUILT FOR CHANGE

Whether you join a practice as a partner, start your own practice or acquire an existing practice, CWA has you covered. Your planning team can seamlessly adapt your services to include Business Planning without missing a beat. We can even help you through the transition process.

PERSONAL FINANCIAL PLANNING FOR ASSOCIATES, DSO & CONTRACT DOCTORS

SHORT-TERM PLANNING

Create a budget that fits your lifestyle
Personal budgeting
Reduce debts in the most tax efficient way
Debt management
Build strategies to help pay off loans faster
Student loan reduction strategies
Learn strategies to lower your tax burden
Personal income tax planning

LONG-TERM GOALS

Make your money work hard toward your goals
Investment guidance
Plot your goals and use tax-advantaged strategies to reach them
Retirement planning
Put your family on a path to future success
College savings prep
Make sure your beneficiaries are covered
Estate plan review

Are You a Practice Owner Looking for Business Planning?

CWA offers comprehensive business financial planning to help practices—and their owners— reach their goals.

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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.