Greetings - my name is Carleton McHenry. I am a Certified Financial Planner CFP® practitioner and have been helping people with their money for about 25 years now. After having worked with so many different people - from Seniors to Baby Boomers to Gen X/Y/Z - I've come to realize that we all pretty much want the same thing in life - and that's to be happy!
At the end of the day, we aspire to achieve and live the best life that we possibly can. And we want to use all the tools and resources at our disposal to make the most of this life. I call this getting your best Return on Life or "ROL".
I would like to say that I really do practice what I preach - and I feel very fortunate to be able to do so! I live in a gorgeous mountain town in the middle of the Cascade mountains in beautiful Washington state. I am blessed with a wonderful wife and two young sons. We do lots of fun things together - from hiking to skiing to cooking to fishing. And we have great friends to experience all of this who do much of the same.
I run my own private wealth management company, McHenry Capital, when I am not playing. This consists of helping emerging affluent clients with all the traditional financial planning type things - like saving, investing, budgeting, cash flow, insurance, estate, and taxes. What separates me from many of my peers is my focus on Return on Life (ROL).
Many people talk about this but most only pay lip service to this idea of financial life planning. I try to make it the focus of my practice as I know this is what most people truly care the deepest about....a way to create and live their best life!
Hence the moniker of Return on Life Coach as my job is to coach people to achieve their best Return on Life (ROL) with whatever time, money and resources they have.
I hope this site will help you discover more meaning and allow you to achieve a better return on your own life. I also hope you will consider joining this movement by clicking on Subscribe and getting all of our best resources, tips, and insights to you on a regular basis.
To your best Return on Life,
The Return on Life Coach
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All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness, of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.
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