Step into the life you are meant to build.

Join the program that’s empowering the next generation with financial confidence, career clarity, and professional growth.

LEGACY by CWA was created to help young and established professionals like you build financial confidence, career clarity and long-term success.

This is more than a program.
It’s an investment in who you are becoming. All LEGACY by CWA members will get ongoing access to a CWA Planner to help with:

  • Financial planning
  • Wealth accumulation strategies
  • Career guidance
  • Family planning
  • Legacy stewardship

*This program is invite-only for family members of current CWA clients.

YOUR LEGACY STARTS NOW

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Join this invitation-only program and start building your LEGACY today.

JoEllen and Alexis at Cain Watters & Associates

PAIRED WITH PLANNER

You will be matched with financial advisor at no cost, who can help meet you where you are, define your goals and guide you on the path to reach them. Your starter financial plan will include:

PAIRED WITH PLANNER

You will be matched with financial advisor at no cost, who can help meet you where you are, define your goals and guide you on the path to reach them. Your starter financial plan will include:

your personal financial plan

  • Net worth & Cashflow planning 
  • Savings & Investing Strategy 
  • Student Loan & Debt Strategy 
  • Account Structure & Funding Plan 
  • Employer Benefits Optimization 

ONGOING TOOLS

In addition to an advisor you will have access to other resources and tools to promote your overall success.

ONGOING TOOLS

In addition to an advisor you will have access to other resources and tools to promote your overall success.

RESOURCES FOR YOUR SUCCESS

  • 1:1 coaching on budgeting, saving and goal setting 
  • Discussion of investing concepts 
  • Guided use of tools (budgeting, tracking, credit monitoring) 
  • Access to 3:1 Foundation financial literacy and curriculum 
  • Pre-college planning (costs, loans, tradeoffs) (if applicable) 

Why Join LEGACY by CWA?

This exclusive program connects you with a CWA advisor who will help you navigate your career path and wealth goals into the future. Don’t miss this opportunity to invest in yourself.

Join Today