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:

Benchmarking Tools

CWA compiles reports from analysis of client data to provide helpful benchmarking tools for dental professionals.