Specializing in Financial Guidance for Middle-Income America.
 
 
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So What Else Do I Need to Know?

Nothing. When we talk on the phone, I will ask you a few questions about your current situation. Based on your answers, I may ask that you gather together some documents and other information. Before we meet, we will need you to complete a questionnaire that we can review in our meeting and to agree in writing to the terms of our engagement (contract). See Downloads page for a copy of the contract and other forms which may be helpful.


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

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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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