THE BEST PLANS ARE BUILT FOR CHANGE

CWA helps you optimize every opportunity

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

Check progress, optimize and revise short- and long-term plans

Personal budgeting and estate planning

Make sure your money is working hard towards your goals

Wealth management and investment recommendations

Plot your goals and use tax-advantaged strategies to reach them

Retirement and pension planning

Review new strategies to help college funds grow or pay them off

College planning and student loan reduction

Practice Financial Optimization

Assess changes in the latest tax law and how to navigate them

Revised tax strategy planning

Find out how your latest numbers are tracking against where you want to be

Practice overhead and production review

Know where your practice stands on profitability thresholds

Practice breakeven analysis

Get a check on your debt outlook and how to improve it

Business cash flow and debt structure assessment

Associate Dentist Looking for Personal Financial Planning?

CWA offers personalized financial planning for Associate and DSO Dentists, including 1099 contractors.

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.