What Working Together Looks Like
A clear picture of the relationship before you commit to anything
The Best First Step is a Conversation
Your first two meetings are on us — no cost, no obligation.
We'll spend time getting to know you, understanding what matters most to you, and showing you how we approach planning and investing. No pressure. No pitch. Just a conversation to see if we're a good fit.
That includes your Four Seasons Discovery Meeting and our Four-Step Wealth Management Meeting. Meet by phone, Zoom, or in person.
Meet Your Team
The people behind your plan.
Amy Fike
Client Service Associate
David Warshaw, CFP®, CLU®, ChFC®
Founder & Private Wealth Advisor
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Michelle York
Digital Marketer & Graphic Designer
Communication Matters
Direct Access
You can call or text David directly at (516) 400-7111. Receive a personal response within 24 hours, no call centers or automated menus.
Schedule Meetings Instantly
For your convenience, you can instantly book your next meeting on my calendar using this link.
Proactive Updates
Beyond our seasonal reviews, you'll hear from me at (516) 613-5552 when there's something worth your attention—whether it's a market update, a planning opportunity, or a reminder tied to the time of year.
Meeting Summary Emails
After every meeting, you'll receive a summary of what we discussed, key action items, and next steps—so you can stay focused on the conversation instead of taking notes.
Flexible Meetings
Meet in person, by Zoom, or by phone — whichever works best for you.
Monthly Newsletters
Timely insights, planning ideas, and seasonal reminders delivered straight to your inbox.
Getting Started
Discovery
Conversation
We start by getting to know you—your goals, concerns, priorities, and overall financial picture. We'll then introduce our Four Seasons of Planning framework and walk you through our Five-Step Investment Process, so you can see exactly how we'd approach your situation. Total time commitment: 1–2 hours.
Onboarding & Account Setup
Every relationship begins with an onboarding meeting. For investment management clients, we'll open and fund your Charles Schwab accounts, finalize your portfolio allocation strategy, and then systematically invest your assets according to the agreed-upon plan.
Building Your Plan
Using our Four Seasons framework, we prioritize the areas most important to you. We'll start with the seasons that matter most today, then work through the remaining seasons based on your preferred meeting cadence.
Ongoing Reviews & Guidance
Once we've completed all four seasons, we move into review mode. Some years certain seasons take priority, while others require little attention. We take it one season at a time, focusing on what matters most, with every Fall dedicated to reviewing and updating your portfolio and investment strategy.
Here are the tools we use to power your financial plan.
What You Get as a Client
Financial Plan & Portal Access
We build your plan in RightCapital and provide full portal access, so your goals, recommendations, and action items are always available and up to date.
Flourish Cash
Flourish Cash is a high-yield cash management solution so your savings are always working hard for you.
Secure Document Delivery
Sensitive documents are securely delivered and exchanged through Encyro's encrypted platform.
Performance Reporting
Panoramix provides a clear and transparent view of how each account is performing and allocated across our models.
Full Range of Account Types
From IRAs and Roth IRAs to brokerage accounts, 401(k)s, 529 plans, SEP IRAs, and UTMAs, we help bring your accounts together under one coordinated investment strategy—all held custodied at Charles Schwab.
Educational Content
Client-focused videos from our YouTube channel that break down complex financial topics into clear, practical guidance you can actually use.
Frequently Asked Questions
What makes The WealthPlan LLC different? You're working with David directly — a 20+ year fiduciary CFP® who answers to clients and the SEC. That's it. The Four Seasons of Planning and Five-Step Investment Process make his approach distinctly his own.
How does The WealthPlan LLC help protect client info? Protecting client information is a responsibility we take seriously. The WealthPlan works with a dedicated cybersecurity team to help safeguard firm systems, monitor digital threats, and maintain secure technology practices designed to help protect sensitive client information.
Will I always work directly with David? Yes. David is your primary advisor from day one and remains your main point of contact throughout the relationship.
Can you help with areas beyond investments? Yes — financial planning is a much bigger picture than just investments. See the Four Seasons of Planning page on our website for the full scope of what we cover.
How often do we meet? Most clients meet with us quarterly, with each meeting focused on a different season of planning. Of course, we're available whenever something important comes up.
Do you work virtually? You bet. Whether you prefer Zoom, phone, or meeting in person, we'll choose the format that works best for you.
Can I text you directly? Of course- text or call my direct line at (516) 400-7111 anytime.
What if I'm not ready to move forward yet? Not a problem. Our first conversations are designed to help you understand your options and determine whether we're a good fit. Our goal is for you to leave with more clarity than when we started.
Ready to see what this could look like for you?
Your first two conversations are on us — no cost, no obligation, no pressure. Just a chance to learn whether we're the right fit.