Foundation Program

Our Foundation Program is designed to help our clients build the right foundation to ensure their entire financial house is in order so you are maximizing and achieving your best Return on Life (ROL). This involves many areas of your life but is focused primarily around these five core areas:

Cash Flow Plan

We help put together a savings and spending plan that is right for you and your family.

Protection Plan

We help make sure you and your family are protected from the risk of death, disability, and/or financial hardship through loss of income.

Estate Plan

We help you and your family set up your estate and assets properly per your desires.

Investment Plan

Our investment portfolio creation process is unique and very different. We will build a portfolio based on your risk tolerance and goals but we go beyond the traditional asset allocation cookie cutter approach that most firms use. We will use individual securities when it makes sense and we can build models with either ESG (Environmental, Social, Governance) or BRI (Biblically Responsible Investing) objectives built into the portfolio.

Our models are based on institutional, time-tested strategies that have very specific rules and factors they must adhere to when it comes to investment selection and the reconstitution of those investments. This is all based on quantitative history rather than your emotions. As a result, our portfolios are much more customized to you based on your preferences and what we think makes the most sense for your situation.

College/Retirement/Tax Plan

We create a college plan for those families looking to support and send their kids to a higher education institution. This plan can be an embedded part of the overall financial plan or a stand alone plan built to address this specific need. It is a comprehensive plan and report custom built for your child to address all of these questions and issues.

We help you and your family prepare for retirement and/or financial independence. We also offer pro-active guidance and planning on how to maximize your income while legally minimizing your overall tax burden.

Foundation Program - Steps

Step One - Strategy Session

Step Two - New Client Meeting

This is our complimentary two part discovery meeting where we will get a better understanding of your situation. Included with this is an Executive Summary report that provides an overall snapshot of your situation along with our recommendations specific for you.

Step Two - New Client Meeting

This meeting will get you and your family set up in creating your plan and pulling in all of your financial data so we can start the process.

Step Three - ROL Meeting

Step Two - New Client Meeting

Step Four - Wealth Meeting

This meeting will dive deeper into ROL for you and your family and will entail additional tools to uncover your past and how you want to create your future.

Step Four - Wealth Meeting

Step Five - Client Review Meeting

Step Four - Wealth Meeting

This meeting will be about your money and wealth. We will discuss your existing situation and your goals. It will include a game plan for achieving your overall wealth goals and objectives.

Step Five - Client Review Meeting

This meeting will review the progress made since you started the program. We will discuss next steps and go over your intentions on what you would like to accomplish moving forward.

Check-Ins

Step Five - Client Review Meeting

These are ongoing and can take place in a number of ways. We will be checking in with you on a regular basis to see how things are coming along and to see if anything has changed for you and your family's situation.

888-968-9815

info@mchenrycapital.com

McHenry Capital, LLC is a registered investment adviser in the state of Washington and Texas. The Adviser may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation will not be made without registration or exemption.