Our Foundation Program is designed to help our clients build the right foundation to ensure their entire financial house is in order and they are maximizing and achieving their best Return on Life (ROL). This involves many areas of your life but is focused primarily around these five core areas:
We help put together a savings and spending plan that is right for you and your life.
We help make sure you and your family are protected from the risk of death, disability, and/or financial hardship through loss of income.
We help you and your family set up your estate and assets properly per your desires.
We help you and your family create an investment plan and we manage this plan for you based on your risk tolerance, goals, and objectives.
We help you and your family prepare for retirement and/or financial independence. We also take a look at your existing tax situation and offer guidance on how to legally minimize your tax burden based on scenario what-if tax planning.
Do you know if you can retire one day or not? Are you ready to find out? Click on the RETIRE button below and answer a couple of questions about yourself and your future objectives. We will provide you with real data to help you better understand what it is going to take for you to get there.
This is our complimentary discovery meeting where we will get a better understanding of your situation. This will include your ROL Assessment as well as your Life Stages profile.
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.
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.
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.
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.
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.
McHenry Capital, LLC
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.
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