We begin with a great conversation designed to document your most important financial promises and expectations for the future. Together, we will determine the best financial planning engagement for your current and expected future financial situation. Let’s work on your planning strategies and structure necessary to drive your desired outcomes. OverShare Advice and Planning, LLC and our CEO Mike Kurz only meets with a select group of clients in an effort to provide a focus and dedicated core client engagement.
We are not built for everyone and that is on purpose. Take a look around and once you get comfortable, let’s talk. We decide to work with only a portion of those we get introduced to each year. For those that are a great fit, we will work hard to deliver quality service.
We focus on serving the cycling and biking communities. We have a passion for fun on two wheels and love sharing this with our clients.