The Best Plans Are Built For Change
Proactive Planning helps optimize every opportunity
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
Personal budgeting and estate planning
Wealth management and investment recommendations
Retirement and pension planning
College planning and student loan reduction
Practice Financial Optimization
Revised tax strategy planning
Practice overhead and production review
Practice breakeven analysis
Business cash flow and debt structure assessment
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.
What Sets CWA Apart?
For over 35 years, we’ve served thousands of clients nationwide, putting our flagship 3to1 principle of wealth accumulation to work.
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.
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.
We are committed to delivering a personalized, peerless experience. Our 90% plus retention rate is testament to the difference a dedicated support team makes.