Ethos Wealth Planning- Heather Hennigh

Ethos Wealth Planning- Heather Hennigh We're CERTIFIED FINANCIAL PLANNERS™ that work with clients seeking holistic wealth management. Reach out to us today to see if we're a good fit!

Ethos Wealth Planning is a full-service financial planning & wealth management firm. We are not your traditional firm; you become family when you partner with us at Ethos Wealth Planning! Every client has their own story, unique goals, needs, & wants, so we take extra time to get to know our clients. You are not just a number at our firm, and you will never be rushed during an appointment! We act

as our clients’ quarterback and work alongside their CPA and Estate Planning professionals. This ensures nothing gets missed and the WHOLE plan is well coordinated; not simply pieced together. Part of our focus is to help you get AND stay organized, so you can focus on what brings you joy in life! We offer a variety of different services including:
-Financial Planning
-Personal & Business Retirement Planning
-Investment Management & Asset Consolidation
-Insurance Planning- life insurance, long term care, disability
-College Planning
-Estate Planning
-Tax Planning
-Employer Benefits
-Cash & Debt Management

Whether you are retired, thinking about retiring, at the peak of your working career, or just getting started, there are several different ways you can work with us. We offer flat fee, hourly, fee based, commission, and planning only engagements, depending on your needs and complexity. We can meet at the office, virtually (Zoom or Facetime), or will travel to you. We would love to have you as part of our family!

Some days on the calendar mean more than others. Today is one of them. 💙If someone you love has faced a cancer diagnosis...
06/07/2026

Some days on the calendar mean more than others. Today is one of them. 💙

If someone you love has faced a cancer diagnosis, you know the journey doesn't end when treatment does. The fear doesn't just disappear. The follow-up appointments keep coming. And somewhere in the middle of all of it, there are these unexpected moments of pure gratitude that are hard to put into words.

Cancer doesn't just touch one person. It's the spouse who rearranged their whole life. The kids who grew up faster than they should have. The friends who showed up and kept showing up.

Behind every survivor is a family that went through it too.

Today is for all of them.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
06/05/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

If you've watched a parent or grandparent navigate this disease, you already know.It changes everything, and not just fo...
06/04/2026

If you've watched a parent or grandparent navigate this disease, you already know.

It changes everything, and not just for them.

Families are often so focused on the day-to-day of caregiving that the legal and financial side quietly falls behind.

▪️ Who has the authority to make decisions if something changes?
▪️ Is there a long-term care plan?
▪️ Does anyone know where the documents are?

A power of attorney, a healthcare directive, a conversation about what care actually looks like.

These are so much easier to put in place when everyone is healthy and clearheaded than after a diagnosis.

If you have aging parents, this month is as good a time as any to start that conversation. We're happy to be part of it. 💙

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
06/03/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

True or false: Americans in March 2026 are applying for fewer mortgages than they were during the Great Recession.True. ...
06/02/2026

True or false: Americans in March 2026 are applying for fewer mortgages than they were during the Great Recession.

True. And it's not even close.

96 OF THE 100 LOWEST NUMBER OF WEEKLY MORTGAGE APPLICATIONS SINCE 1999 HAVE HAPPENED IN THE LAST 3 YEARS! (according to the Mortgage Bankers Association's Mortgage Application Index)

Yet, unemployment today is a fraction of what it was during the financial crisis.

People aren't staying out of the market because they can't qualify. The market is gridlocked. Here's why. 👇

1️⃣ Millions of homeowners locked in at 3 percent during the pandemic. Selling means giving that up for another mortgage that may have a higher interest rate. So they're not moving.

2️⃣ If existing owners aren't selling, inventory can become thin, prices might stay elevated, and buyers wait for something to change.

3️⃣ Most are waiting for rates to drop. But when they do, demand may pick up, competition returns, and that window closes faster than expected.

Here's the truth about market timing: it almost never works the way people picture it.

The better question isn't "When is the right time to buy?" It's "Am I financially ready to move when the right opportunity comes?" 📋

06/01/2026

What actually happens when the U.S. government shuts down?

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
05/29/2026

Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?

There are things about Social Security that might surprise you.

Your financial future is calling. Develop a strategy for your investments today.
05/27/2026

Your financial future is calling. Develop a strategy for your investments today.

Don't let procrastination keep you from pursuing your financial dreams and goals.

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.Today, we rem...
05/25/2026

Yes, Memorial Day marks the unofficial start of summer. But let's not forget what this day is really about.

Today, we remember those who gave everything. The men and women who served and never came home.

Some of us knew them. Some of us are here because of them.

However you spend today, take a moment to pause. Enjoy the long weekend, but hold space for what it actually means.

To the families carrying that loss: we honor them with you.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
05/25/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

Address

5444 Westheimer Road, Suite 1445
Houston, TX
77056

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18064747891

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