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Free Resources

Every family’s journey is different. These resources are not a checklist to complete all at once, but a guide to help you plan thoughtfully over time.

Checklist for Dependent Families (pdf)

Download

Timeline for Dependent Families (pdf)

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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.