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 Services » New Doctor Program  
 
Our Services The 1to1 New Doctor Program was created by Cain, Watters & Associates, P.L.L.C. (CWA) with the primary purpose of helping a new dentist start their career with a solid financial foundation. This program is designed to advise dentists of all specialties.
 
   
   
  We focus on the following:

  • Personal cash flow and debt management, including student loans
  • Personal and practice goal setting, including retirement planning
  • Review and recommendations on various insurances
  • Review recommendations on wills and other estate planning documents
  • Analysis of home and auto purchases
  • Investment allocation review and recommendations
  • Pension plan or IRA recommendations
  • Review of business lease arrangements
  • Assistance with practice debt, including how much you can afford and where to obtain
  • Help with equipment purchases and financing
  • Advice on the best form of business; corporate, LLC, etc
 
   
   
 
The 1to1 New Doctor Program includes a full-day financial planning consultation at the offices of CWA in Dallas, Texas. Additionally, regular communication and ongoing advice and assistance are offered for an entire year in order to help each client implement his or her plan.

The ultimate goal is for the new dentist to reach his or her financial goals with greater ease and reduced stress.