Comprehensive. Strategic. Integrated.

FINANCIAL PLAN MONITORING

An experienced team of CPAs and Financial
Planners design, implement and
track a financial plan that's right for you.

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practice transitions

CWA practice transitions go beyond the methodology and transaction. People come first for a win-win result.

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Tax services

To reduce tax liabilities and maximize savings, you need a strategy and plan. Start with CWA tax support and services.

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INVESTMENTS

Securing your financial future starts now. CWA investment advisory services offer access to knowledge and advice for confident investing.

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ACCOUNTING SERVICES

Our traditional CPA services provide backbone accounting and bookkeeping support for your core business needs.

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financial seminars

From practice transitions to principles of wealth accumulation, financial success begins with financial education.

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Our Approach

In our 30 plus years of experience, we’ve learned that the best financial outcomes are fueled by relationships, and achieved when efforts are coordinated, goals aligned. Reaching your financial goals is much easier when your plan is designed with a 360 degree view of your financial landscape. Just as your patients’ treatment plans vary, financial circumstances and needs vary.

Our approach was built on the idea that solutions must be flexible and able to integrate. Whether coordinating with your financial planning team to enhance and boost current plans, or pairing you with a planning team to help you build it from the ground up, we believe comprehensive design, plus ongoing monitoring and accountability are key to unlocking your full potential.

The Relationship Makes us Different

Many financial services firms work with dentists, the CWA difference is the relationship we build with our clients. Long-term financial success is a journey that plays out through a series of decisions throughout the course of your life. Our goal is to empower you through education, and support you with sound guidance using the knowledge we’ve gained from working with the dental profession across the U.S. for more than 30 years.

Getting Started With CWA

Your journey to financial peace shouldn't be complicated. From taking the first step, to getting you
off and running, the core of what we do is educate you. Our success is when you're equipped
with knowledge to make financial decisions confident and assured that you're headed in the right direction.

1.) Assess Needs

Before any paperwork is signed, we want you to have a firm understanding of how CWA will help you. It all starts with your initial conversation with our new client onboarding team. Through a series of questions, these skilled listeners who understand dentistry are able to quickly and adeptly evaluate and assess your financial challenges and opportunities, and discuss them with you. If it’s established that the CWA approach is right for you, then we’ll move forward. There’s no fee for this conversation. We understand long-term relationships are based on mutual understanding and goals.

2.) PAIRED WITH TEAM

Relationships are built on trust, particularly when it comes to our work together. We don’t take lightly the fact that for over 30 years clients entrust us with helping them map out the financial roadmap for their life.

3.) COME TO DALLAS

As part of our relationship, CWA clients spend a day in Dallas each year for an initial, day-long planning and goals session. Whether you fly in the night before or make it a day trip, this time together is where life-long relationships begin.

4.) DEVELOP A PLAN

When you’re paired with your planning team we conduct a 360 degree evaluation of your finances. Our assessment, along with our experience in the dental industry, helps guide the initial goal setting and planning phase. In-depth and in-person, we admit, this step is where the rubber meets the road, and the journey to financial health begins. Determining what needs to be done to hit those goals is a team effort. With an action plan in hand, you’re ready to take your first steps.

5.) FINANCIAL PLAN MONITORING

Financial Plan Monitoring is the oversight and guidance your dedicated CWA planning team delivers over the course of the year. By mining the financial landscape and making adjustments when needed, CWA clients are never alone when it comes to staying on course in reaching their goals.

6.) ANNUAL GOAL MEETING

Each year, we conduct an assessment of the progress you’ve made over the course of the year, taking stock of what worked and what didn’t, celebrating wins and preparing for the upcoming year. The day-long, in-person working session is educational and interactive. When you leave with an action plan for the next 12 months, you’ve advanced in the journey, and you’re that much closer to achieving your personal and professional financial goals.

Address

6900 N. Dallas Pkwy.

Ste. 500

Plano, TX 75024

Phone

P • 972.233.3323

F • 972.663.7399

Hours

Monday through Friday, 8 a.m. – 5 p.m.

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