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What’s Up At The WealthPlan – September 2022

Dear First Mates,

Hello everyone! Please watch the above September 2022 episode.

1) Introducing Panoramix
After looking for two years, I found an excellent performance and sleeve reporting solution for clients that I can’t wait to share with you.

2) Goodbye eMoney – Hello, Right Capital
eMoney will be discontinued starting in January 2023 as I think Right Capital is a superior personal financial dashboard solution.

3) Dream of Freedom Question
I want you to imagine that you are financially secure – that you have enough money to take care of your needs – both now and in the future. The question is…how would you live your life? Would you change anything? Let yourself go. Don’t hold back your dreams. Describe a life that is complete and richly yours. For our next review, I’d like to hear your answers. Until the next episode…

David Warshaw, CFP®

HI, I’m David Warshaw

In 2003, I graduated from Washington University in St. Louis with a double major in finance and accounting. After hearing a guest lecture from a local financial planner, I was inspired and had an inkling that this profession was for me. I officially started my financial advisory career a year later at Ameriprise Financial.

Over time, I developed the entrepreneurial spirit and launched The WealthPlan in 2011 as an independent advisor. In addition to being a CERTIFIED FINANCIAL PLANNER™, I hold both the Chartered Financial Consultant and Charted Life Underwriter designations.

I live in Great Neck, Long Island, with my wife Diana and our little daughter Sophia, a.k.a., The Sophinator!