Welcome to Cain Watters and Associates
Thank you for submitting your engagement letter via DocuSign. We are happy to have you here.
Next, you will receive a message via email from our New Client Services team. You will be able select from a list of dates available to schedule your first meeting with your financial planner at our offices in Plano, Texas. Once we have found a day that works best for you, we will connect you with your financial planning team, and provide detailed information to prepare for your in-person meeting.
You will then receive a request to begin the next step in the process – a comprehensive financial questionnaire. These forms are an essential part of your initial meeting. Step-by-step instructions are included to help you gather and record the information we’ll need to start setting – and achieving – your financial goals.
Please let our New Client Services team know if you have any further questions by calling us directly at 972.233.3323. In the meantime, take a look at some of our financial resources you can start using today:
Financial Planning Resources
Principles of Wealth Accumulation
Managing Your Cash Flow Crisis
Getting Out of Dental School Debt
Case Study: Money Optimization
Case Study: Disability Benefits
Case Study: Partnership
CWA compiles reports from analysis of client data to provide helpful benchmarking tools for dental professionals.
How Does Your Dental Practice Compare?
An annual compilation of general dentistry and specialty practice
averages to help set benchmarks for revenue and overhead costs.
Orthodontic Practice Comparison Report
An annual compilation of CWA client averages for production and
collections and other costs effecting revenue generation.