When you contact Cain, Watters and Associates, you will have the opportunity to have an in-depth conversation with a member of our marketing department to evaluate your needs and discuss the appropriateness of hiring CWA.

If you decide to hire our firm, we will schedule your full-day consultation in Dallas at the earliest possible convenience. Please note that we do our best to not only accommodate your schedule, but also to match you with the planner that most appropriately fits your specific needs and personality.

The initial consult is really the beginning of the entire financial planning process and will cover at least some, if not all, of the following:

• Education on principals of wealth accumulation
• Development of your long-term financial plan

We will review with you where you are today, by evaluating the following:

• Cash flow and debt – both personal and business related
• Tax returns and current tax strategies - if any
• Practice, including systems, overhead, and cash flow
• Current business transition strategy, if appropriate
• Education funding and goal setting, if appropriate
• Current pension plan
• Current insurance coverage
• Current assets and investment allocation strategy
• Current wills, and other estate planning documents
• Other investments, including real estate

Based on the above, we will provide recommendations to either continue or change any or all of the above. These recommendation will be discussed throughout the course and will be provided to you in the form of a written transcript.

The recommendations will have one purpose: Helping you to most efficiently achieve the goals that you want to achieve.

A follow up phone conference is schedule to discuss the transcript and action items. For two months, CWA will work hand-in-hand with you to implement the changes in plan and new strategies discussed during the initial consultation.