You’ve invested in your business, now it’s time to invest in yourself. If you are a new doctor who has recently bought into or acquired a new practice with existing patient flow, developing a custom plan early is essential for reaching your unique long-term goals.

This program includes CWA’s full business planning and personal financial planning services from a dedicated team of advisors, ready to help you leverage your new business to catapult your goals through a tax-advantaged savings strategy. With our Proactive Planning program, your financial future can begin with greater ease and reduced stress.

Business Planning
  • Defining the corporate entity structure, which affects your current and future tax planning
  • Establishing efficient debt structure to tackle your new debt strategically
  • Implementing a tax-effective payroll structure, including spousal salary from the practice, when applicable
  • Production analysis & goal setting for the practice
  • Review of business loan(s) and appropriate fees
  • Tax allocation for the acquisition of a new office
  • Benefits of establishing a new corporation versus “taking over” an existing one
  • Fee analysis, including discussion of insurance acceptance and profitability
  • Practice insurance needs and cost
  • Examination of direct and fixed expenses
  • Practice break-even analysis
  • Efficient pension plan design to maximize savings and minimize taxes
  • Tax planning strategies on your business, including what to deduct and when
  • Planning for practice expansion, transition or possible associate
Personal Financial Planning
  • Personal budgeting for the household and financial goal setting
  • Debt management and tax efficient debt reduction planning
  • Personal income tax planning
  • Detailed review of insurance coverage
  • Education savings plan for dependent children and review of most advantageous investment choices
  • Reviewing estate plans to ensure bases are covered for you, your spouse and your beneficiaries
  • Analysis of other critical issues that are important to you
  • Investment analysis and asset allocations designed to help you reach your goals within your risk tolerance
Connect With Us


17 Cowboys Way
Suite 300
Frisco, TX 75034


t: 972.233.3323
f: 972.663.3799


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