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.
In about an hour, we'll listen to where you are, learn what matters most to you, and show you exactly how we'd approach your situation. No pressure. No pitch. Just a real conversation.
That includes your Four Seasons Discovery Meeting and our Seven-Step Investment Process Meeting — both complimentary. It's our way of making sure you feel genuinely confident before committing to anything. Meet by phone, Zoom, or in person.
Meet Your Team
The people behind your plan.
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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 scheduled reviews, you'll hear from me at 516-613-5552 when something matters — important investment updates, planning reminders tied to the time of year, and the occasional heads-up so nothing important catches you off guard.
Meeting Summary Emails
After every meeting, you'll receive a summary email recapping what we discussed, any action items, and next steps. This way you can focus on the meeting and not note-taking.
Flexible Meetings
Meet in person, by Zoom, or by phone — whichever works best for you.
Monthly Newsletters
Monthly newsletters with timely insights and planning reminders delivered to your inbox.
Getting Started
Discovery
Conversation
We begin by understanding your goals, concerns, priorities, and overall financial picture.
Onboarding & Account Setup
Every relationship starts with an onboarding meeting. For investment management, we also open and fund your Charles Schwab accounts and get you fully invested.
Building Your Plan
Using our Four Seasons of Planning framework, we prioritize the areas most important to you first.
Ongoing Reviews & Guidance
From there, we work through the Four Seasons at the pace that fits you. Some move quickly, others prefer to go slower. The goal is simple: provide financial advice that's understandable, actionable, and confidence-building.
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 give you full portal access — plus a comprehensive written summary of your plan and action items to keep.
Flourish Cash- High-Yield Savings
High-yield savings accounts through Flourish Cash to put idle cash to work between investments.
Secure Document Delivery
Sensitive documents are securely delivered via Encyro's encrypted platform.
Performance Reporting
Know how much your accounts have made in both percentage and dollar terms after all fees.
Full Range of Account Types
IRAs, Roth IRAs, Brokerage, SEP IRA, 401(k), UTMA, and 529 plans — we handle the full spectrum.
Educational Content
Videos created specifically for our clients — practical, plain-English financial guidance.
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 Seven-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 point of contact from day one and stays that way. No handoffs, no junior associates.
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? Ideally on a seasonal basis — about four times a year, with the Four Seasons of Planning framework guiding what we cover when. We can also meet more or less often based on what you need.
Do you work virtually? You bet-by Zoom or by phone, whichever you prefer. In-person works too if you're local.
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 better understand your options and determine whether we're the right fit. Our goal is to leave you better off 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.