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The HENRY Plan is an independent publication launched in August 2025. If you subscribe today, you'll get full access to the website as well as email newsletters about new content when it's available. Your subscription makes this site possible, and allows The HENRY Plan to continue to exist. Thank you!

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Disclaimer

The Henry Plan is an educational initiative designed to provide general financial education and information for high-income professionals. While the content is created with care and based on real-world experience, it is not intended as, and does not constitute, personalized financial, investment, tax, accounting, or legal advice.

I am not a licensed financial advisor, tax professional, accountant, or attorney. The materials presented through The Henry Plan—whether in written format, video, live workshops, or downloadable resources—are for informational and educational purposes only and are not a substitute for individualized professional advice.

Although we may discuss financial strategies, tax considerations, insurance products, investing principles, or wealth-building tools, you should always consult with a certified professional before making any financial, investment, or tax decisions. Your personal situation is unique, and what is appropriate for one individual may not be appropriate for another.

No part of The Henry Plan guarantees any specific results, financial outcomes, investment returns, or legal interpretations. Past performance does not indicate future results. Any case studies or success stories shared are purely illustrative and should not be relied upon for financial planning or investment purposes.

By participating in any course, reading any material, or acting on any content provided by The Henry Plan, you acknowledge and agree that you bear full responsibility for your own financial decisions and outcomes. The Henry Plan, its creator(s), and associated parties disclaim all liability for any direct or indirect loss or damage that may result from the use of this material.

If you need personalized guidance, we strongly encourage you to seek the services of a licensed fiduciary financial advisor, CPA, or other relevant professional who understands your specific financial situation.