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 just technical expertise—they represent a commitment to lifelong learning and to sharing that knowledge with others. Whether teaching clients and their families how to navigate their financial lives with clarity and purpose, or coaching financial advisors to deepen their skills and client impact, I believe education is the most powerful tool for lasting financial success.
From foundational literacy to advanced strategies, my approach bridges technical insight with practical application—translating complexity into clarity for each audience I serve. Not a client or an advisor? No worries, Mike provides education programs online that are created especially for those seeking education and not advice.
Academic Degrees
Mike's formal academic education includes a B.B.A in Finance from Midwestern State University and a Master of Legal Studies with an emphasis in Wealth Management from Texas A&M University School of Law (Ranking #22 among national law schools in 2025.U.S. News & World Report). Gig 'em Aggies!
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 May 2025
Mike with Dean Robert Ahdieh
Mike with Dean Robert Ahdieh
Mike with Dean Robert Ahdieh
Celebrating Aggie Ring Day!
Mike with Dean Robert Ahdieh
Mike with Dean Robert Ahdieh
Graduation Ceremony
Mike with Dean Robert Ahdieh
Graduation Ceremony
Fun Out of the Office
Cycling
Cycling
Cycling
Fishing
Cycling
Cycling
Riding
Cycling
Riding
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
Copyright © 2025 OverShare Advice and Planning, LLC - All Rights Reserved.