WITH YOU EVERY STEP OF THE WAY

Learn how CWA can help you reach your full potential

When you’re working to reach your financial goals, it pays to have a partner that’s equally invested in your success. At CWA, we believe the best financial outcomes are fueled by strong partnerships. That’s why we take a very hands-on approach with every service we offer, working alongside our clients to define a long-term plan to reach your financial goals.

We're in this together

You’re in this for the long term, and so are we. Through all of life’s ups and downs, speedbumps and straight-a-ways, CWA will be right beside you. An expert navigator. A trusted advisor. Your biggest cheerleader, dedicated to helping you stay on track to financial peace.

THE CWA 5 STEPS TO FINANCIAL SUCCESS

STEP 1
ASSESSING YOUR NEEDS +
STEP 2
PARTNERING FOR YOUR SUCCESS +
STEP 3
BUILDING THE FOUNDATION +
STEP 4
STAYING THE COURSE +
STEP 5
MAKING PROGRESS A PRIORITY +
STEP 1
ASSESSING YOUR NEEDS +
x
Step 1
Before any paperwork is signed, we want to give you a firm understanding of how CWA will help you. It starts with an initial conversation with our onboarding team to assess your financial challenges, outline your goals and pinpoint the opportunities to get you there. There’s no fee for this. Only when you decide CWA is right for you will we move forward.
STEP 2
PARTNERING FOR YOUR SUCCESS +
x
Step 2
We understand that long-term relationships are based on mutual understanding and goals. Once you’ve made the decision to partner with CWA, it’s time to get to work! First, we pair you with your CWA planning team, then you both begin gathering the financial history and goals information that will set you up for success.
STEP 3
BUILDING THE FOUNDATION +
x
Step 3
The foundation of any good relationship is face time together. That’s why we ask all CWA clients to spend a day in Dallas with their planning team. The day begins with a 360-degree evaluation of your finances and ends with a comprehensive financial plan to reach your goals. In-depth and in-person, this step is where the rubber meets the road and the journey to financial health begins.
STEP 4
STAYING THE COURSE +
x
Step 4
With an action plan in hand, you’re ready to set a course for success. But you won’t be doing it alone. Your CWA planning team will continue monitoring your progress, offering guidance, mining the financial landscape and making adjustments as needed throughout the year.
STEP 5
MAKING PROGRESS A PRIORITY +
x
Step 5
Each year, we invite our clients back to Big D for a day-long progress assessment and working session. Back with your team again, we’ll take stock of what worked and what didn’t, celebrate wins and evaluate any life or practice changes that need to be addressed in the upcoming year. You’ll leave with another 12-month action plan, confident in knowing you’re that much closer to achieving your personal and professional financial goals.
Step 1
Before any paperwork is signed, we want to give you a firm understanding of how CWA will help you. It starts with an initial conversation with our onboarding team to assess your financial challenges, outline your goals and pinpoint the opportunities to get you there. There’s no fee for this. Only when you decide CWA is right for you will we move forward.
Step 2
We understand that long-term relationships are based on mutual understanding and goals. Once you’ve made the decision to partner with CWA, it’s time to get to work! First, we pair you with your CWA planning team, then you both begin gathering the financial history and goals information that will set you up for success.
Step 3
The foundation of any good relationship is face time together. That’s why we ask all CWA clients to spend a day in Dallas with their planning team. The day begins with a 360-degree evaluation of your finances and ends with a comprehensive financial plan to reach your goals. In-depth and in-person, this step is where the rubber meets the road and the journey to financial health begins.
Step 4
With an action plan in hand, you’re ready to set a course for success. But you won’t be doing it alone. Your CWA planning team will continue monitoring your progress, offering guidance, mining the financial landscape and making adjustments as needed throughout the year.
Step 5
Each year, we invite our clients back to Big D for a day-long progress assessment and working session. Back with your team again, we’ll take stock of what worked and what didn’t, celebrate wins and evaluate any life or practice changes that need to be addressed in the upcoming year. You’ll leave with another 12-month action plan, confident in knowing you’re that much closer to achieving your personal and professional financial goals.
Send us a message
Address

6900 Dallas Pkwy.

Ste. 500

Plano, TX 75024

Phone

P • 972.233.3323

F • 972.663.7399

Hours

Monday through Friday, 8:30 a.m. – 5 p.m.