Hello Hello
Welcome
At OverShare Advice and Planning, LLC, you will enjoy the benefits of both personalized financial planning and investment management with opportunities for personal financial education.
Meet The CEO
CEO and Financial Planner
Mike Kurz, CPWA®, CIMA®, RMA®, CFP®, CAIA
-25-plus years of experience in the world of Wealth Management
-Master of Legal Studies, Texas A&M University School of Law
-Delivers formalized Financial Planning
-Creates Income Tax and Estate Tax Strategies
-Charitable Giving and Philanthropic Planning
-Management of investment accounts, retirement income and hedging strategies
-Family Mission Statements and Generational Wealth Structures
Visit Mike's LinkedIn Profile and YouTube Channel with links listed at the bottom of this page. In addition to his role as a Financial Planner, Mike serves as the Director of Programs for a Nonprofit Organization delivering advanced education to financial advisors nationwide.
Your Financial Planning Process
-Multi-Step Planning Process
-Focused on your priorities
-Understanding your current financial situation
-Building a clear map for your pathway forward
-State of the art financial planning online tools
-Encrypted document sharing portal
What You Should Expect
-Casual and conversational approach to your financial planning and investment discussions
-Open conversations and candid interactions mostly over Zoom and when necessary, in person
-Engagement with education on both the advantages and trade-offs for your critical decisions
The name "Over Share" reflects our commitment to transparency, client-centered disclosure, and open communication. This unbiased approach ensures that every conversation with our clients amplifies their success by fostering trust, clarity, and meaningful collaboration.
Certifications
Mike's Certifications & Educational Focus
At the heart of my work is a deep commitment to financial education—empowering individual investors, multi-generational families, and financial professionals to make confident, well-informed decisions as a result of educational experiences. With over two decades in the financial services industry, I’ve pursued and earned many of the most respected professional designations in the wealth management industry to support this mission:
- CFP® (CERTIFIED FINANCIAL PLANNER™) – Fundamental understanding of comprehensive financial planning for individuals and families across all life stages.
- CIMA® (Certified Investment Management Analyst®) – Specialization in advanced portfolio construction, behavioral finance, asset allocation, and investment consulting.
- CPWA® (Certified Private Wealth Advisor®) – Focused knowledge in the complexities of managing the wealth of high-net-worth individuals, including tax strategies, estate planning, and legacy issues.
- RMA® (Retirement Management Advisor®) – Retirement income planning with an emphasis on risk management, income sustainability, and retirement lifestyle goals.
- CAIA (Chartered Alternative Investment Analyst) – In-depth understanding of alternative investments including private equity, real assets, and hedge funds.
These credentials reflect more than technical expertise—they demonstrate a lifelong commitment to learning and a deep passion for sharing knowledge with others. Whether helping clients and their families navigate their financial lives with clarity and purpose or coaching financial advisors to elevate their skills and client impact, I believe education is the most powerful tool for achieving lasting financial success.
From foundational literacy to advanced strategies, my approach bridges deep technical insight with practical application—translating complexity into clarity for every audience I serve. Not a client or advisor? No problem. I also offer online education programs specifically designed for those seeking knowledge, not advice.
Academic Background and Advanced Degrees
In the early days, I began reading about financial services in middle school and completed my Bachelor of Business Administration in Finance from Midwestern State University, earned in the late 1990s. In 2025, I completed a Master of Legal Studies with a concentration in Wealth Management from Texas A&M University School of Law, which ranked #22 among national law schools that year, according to U.S. News & World Report. Gig 'em, Aggies!
Driven by a passion for education and meaningful engagement with both advisors and clients, I was accepted into the Doctor of Education program (Ed.D.) at Vanderbilt University’s Peabody College in the summer of 2025. My focus for this three year program centers on Leadership and Learning in Organizations. This program aligns with my strengths as a teacher and coach, while further developing my leadership abilities to positively impact financial advisors, students, and clients alike. Feel free to check in and ask how the program is progressing as I am navigating the course work now.
Offerings Available for You
Your Financial Planning Choices
Quick Start Financial Plan
$2500
One-Time Financial Plan - Getting You Started and On Track
Retirement Income Plan
$3500
Only for Clients 18 Months From Expected Retirement Date or Currently Retired
Fully Custom Plan with Ongoing Advice
$5000
Designed for Successfully Small Business Owners - Initial Fee with Annual Option to Renew
Investment Advisory and Portfolio Construction
Quarterly Advisory Fees
For Clients seeking a full-time advisor to manage investment, trust and retirement accounts through Charles Schwab Advisor Services with Mike as your advisor.
Review the OverShare Advice and Planning, LLC Disclosure Brochure (Form ADV Part 2 Document) for more details.
Celebrating Graduation and Next Steps!
Mike with Dean Ahdieh
Aggie Graduation Ceremony
Aggie Graduation Ceremony
Aggie Graduation Ceremony
Aggie Graduation Ceremony
Aggie Graduation Ceremony
Vanderbilt University
Aggie Graduation Ceremony
Vanderbilt University
Fun Out of the Office
Cycling
Cycling
Cycling
Fishing
Cycling
Cycling
Riding
Golfing
Golfing
Golfing
Golfing
Golfing
When you are ready to say "Hello"...
OverShare Advice and Planning, LLC
Mike Kurz, CPWA®, CIMA®, RMA®, CFP®, CAIA
6136 Frisco Square Blvd, Suite 400 #1099, Frisco, TX 75034
Please leave a voice mail message or send a note as we rarely accept unscheduled phone calls: 469-777-6559 - mike@overshareadvice.com