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

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.