FAQ

If you work hard at it the first year, you can have 60% of our system running in year one, 90% by year two and 100% by year three. And remember, we have coaching and team calls monthly as part of your membership, so the entire network can help you every step of the way, regardless of how quickly you’re implementing it or not. 

Absolutely! We have three pre-recorded “backstage tours” where we show you EVERYTHING. No surprises.
  1. Fill out our CWA Membership Application. It’s not long – should only take about 10 minutes.
  2. Pay your application fee (it will be credited to your first month of membership fees).
  3. CWA Staff will review your application within 3 business days.
  4. You’ll receive an email with your acceptance or denial and details of the next step.
Many of our licensees have their CFP, ChFC, many have earned their CPA or JD and having a designation is helpful but the founder of our system has no designation at all. Don’t get me wrong, he could have any designation and one day when the industry doesn’t have over 150 different designations and has one….like CPA, MD or JD, he’ll obtain it. For most of our licensees, we’d recommend the CFP, or CPA/PFS designation.
Not yet – but we are working on it in 2018!
It’s $399 a month for individuals with includes access to our systems and monthly team & coaching calls. Note: If you want to register more members of your practice, contact us via our web form here to inquire about special pricing.

Ready to join us?

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