McHenry Capital, LLC
McHenry Capital, LLC
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  • About
    • Our Program
    • Our Clients
    • Our Team
    • Our Locations
  • Return on Life
  • Resources
    • Blog/Newsletter
    • The ROL Coach
    • Client Portal
    • Our Fees
  • Contact
  • More
    • Home
    • About
      • Our Program
      • Our Clients
      • Our Team
      • Our Locations
    • Return on Life
    • Resources
      • Blog/Newsletter
      • The ROL Coach
      • Client Portal
      • Our Fees
    • Contact
  • Home
  • About
    • Our Program
    • Our Clients
    • Our Team
    • Our Locations
  • Return on Life
  • Resources
    • Blog/Newsletter
    • The ROL Coach
    • Client Portal
    • Our Fees
  • Contact

Client Services Calendar

Focus Areas

We typically focus our efforts in helping clients throughout the year around these six core areas

(Jan-Feb) - Focus = Cash Flow

  • New Year Budget
  • Debt Review
  • Credit Score
  • Emergency Fund
  • Retirement Account Contributions (401K, IRA, etc.)
  • Healthcare Savings Account 
  • 529 College Savings Accounts
  • Re-balance Investment Accounts

(March-April) - Focus = Taxes

  • Capital Gains Investment Tax Reporting Summary
  • Personal tax filing changes
  • Updated tax law changes
  • Estimated taxes
  • Tax Return review
  • Tax Efficient Retirement Vehicles
  • Charitable Giving strategies
  • Roth IRA conversions
  • Tax Scenario planning

(May-June) - Focus = Investing

  • Investment Timeline
  • Investment Objectives
  • Risk Tolerance
  • Risk Capacity
  • Contributions/Withdrawals
  • Asset Allocation
  • Asset Location
  • Diversification
  • Economic/Market trends


(July-Aug) - Focus = Estate

  • Estate Plan Review
  • Beneficiary Designations
  • Powers of Attorney
  • Medical Directive
  • Wills
  • Trusts
  • Assets and Property titles
  • Updated estate tax changes
  • Significant Life changes

(Sep-Oct) - Focus = Insurance

  • Insurance Review
  • Costs/Coverage
  • Employee Benefits
  • Health Insurance
  • Dental/Vision Insurance
  • Life Insurance
  • Homeowners Insurance
  • Auto Insurance
  • Umbrella Insurance


(Nov-Dec) - Focus = Retire

  • Executive Compensation plan
  • Retirement plan review
  • Financial Independence plan
  • What-if scenario planning
  • Life Expectancy changes
  • Bucket List review
  • Return on Life (ROL) review


McHenry Capital, LLC

Leavenworth l Wenatchee l Bellevue l Austin l Houston

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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.

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