Financial Plan Monitoring Services

The Best Plans Are Built For Change

Proactive Planning helps optimize every opportunity

Change Happens

From ever-evolving tax law to economic cycles to unexpected family obligations, change is the only thing any of us can truly count on. The financial plan you set a few years ago should look different today. CWA can help craft a plan that accounts for the current environment and your future needs.

CWA Helps Keep You A Step Ahead

Our teams don’t just assess your financial plan yearly. Through our ongoing Proactive Planning program, we actively assess opportunities all year long that can help you better reach your goals. By constantly mining the financial landscape and making adjustments as needed, our trusted team of advisors help maximize opportunities as they arise.

Your Goals On Track In Real Time

Through our Proactive Planning program, your CWA planning team delivers oversight and guidance throughout the year, continually measuring results and making adjustments. Annual in-person working consultations anchor the process, giving you ample opportunity to ask questions and optimize for any personal life changes.

Our Proactive Planning Program Is Comprehensive Guidance For Your Personal Life And Dental Practice

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 to help you achieve 3to1 growth

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

The best part? With CWA as your financial planning partner, you always have access to your planning team. As changes occur or needs arise, we’re always one call away.

Talk To Us About Your Financial Goals

Everyone has a unique view of what financial success looks like. Talk to CWA about your vision for financial freedom with a complimentary consultation.

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What Sets CWA Apart?

Experience

For over 35 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 get you financially prepared to reach your personal life goals.

Service

We are committed to delivering a personalized, peerless experience. Our 90% plus retention rate is testament to the difference a dedicated support team makes.