Specializing in Financial Guidance for Middle-Income America.
 
 
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Jump to Company History page
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Jump to see what a 'Fee Only Advisor' and other related links.
Find out how to prepare for a meeting.
Provides forms and other documents for download for preparing for the meeting.
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Return to Open Heart Christian Counseling home page.

 

MEETING FORMS AND DOCUMENTS FOR DOWNLOAD

MSWord Print: Directions to the Open Heart Counseling office

Questionnaires

MSWord: Short Questionnaire (short_questionnaire.doc)
MSWord: Risk Questionnaire (risk_questionnaire.doc)

MSWord: Detail Questionnaire (detail_questionnaire.doc)  
Contracts Forms

MSWord: CONTRACT (contract_print.doc)
PDF: CONTRACT (contract_print.pdf)
MSWord Form: CONTRACT (contract_form.doc) (for filling out electronically)
 

Other Forms

MSWord: Required Information Checklist (required_information.doc)
PDF: Required Information Checklist (required_information.pdf)
PDF: Insurance Policies (insurance_policies.pdf)
MSWord: Privacy Statement (privacy_statement.doc)
PDF: Privacy Statement (privacy_statement.pdf)
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ADV II

 Please download and read the following ADV Part II prior to contracting for services. Please see 'Adobe' note below for download information.

ADV, Part II (ADV2.pdf)

Personal information forms will be available soon for download.
  To read any PDF file, you will need the free Adobe Acrobat Reader. If you do not already have this software loaded onto your computer, click here to jump to the download site for this software. Once you've successfully downloaded and installed the Adobe Acrobat Reader, then you can return to this page to read and/or download the PDF file.  Return to top of page.

 
 
Stuart McHenry, CFPTM,
Waldorf, MD 20601
301-751-4966

E-mail Mr. McHenry


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http://www.opnhrt.com
Last updated January 7, 2006
© Copyright, 2008


Regulatory and disclosure information: We do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to providing you with general information on our services and provides a way for you to contact us. Opinions expressed herein are solely those of Stuart McHenry, President, Open Heart Financial, LLC. The information in this web-site is based on data gathered from what Mr. McHenry believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment or planning decisions. Fee-only financial planning and advisory services are offered through Open Heart Financial, LLC, a Registered Investment Advisor in the State of Maryland. Services may be provided to residents of other states with some limitations. Please contact us for details.

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