ATTENTION:Â As of March 21, 2020 we have added 20 hours per week to our calendar to be available for volunteer pro bono (free) financial planning help. You can use our online calendar to schedule a one hour phone call or video chat.
The unique and difficult times that we are all experiencing requires us all to step up and share with others in need. We have lots of extra time, now that our family sports are postponed and we have already watched everything on TV, twice. 🙂
You can watch a couple of videos that tell you more about the pro bono offering as well as click the button below to schedule you call or video chat:
Schedule your pro bono financial planning meeting online...
Watch a YouTube Video with our CEO Mike Kurz
Watch a one minute about our pro bono offering...
Fiduciary Financial Planning
We believe in delivering on the Fiduciary Standard of Care. This standard ensures that your Financial Planner focus on You and Your Future; not on product commissions and corporate sales targets. At OverShare Advice and Planning, LLC we have a passion for planning, a focus on a select group of Clients and a life-long love for fun on two wheels.
Active - Thriving - Engaged
It takes strong Core Beliefs and Guiding Principles about financial planning and investing to navigate the financial world and lead our Clients. We dig deep with our Clients to build plans and portfolios that we believe are a great match. We believe it takes a firm that is diligent about it's own education and growth. We must be prepared to serve our Clients.
Technical Knowledge with Emotional Intelligence
Adventurous Financial Planning requires a delicate balance of both the technical knowledge of a wide variety issues that our Client Families need help navigating together with a greater level of Emotional Intelligence to create a smoother experience for everyone.
Services and Offerings for Our Client Families
Investment Advisory Services and Comprehensive Financial Planning
Investment Strategies
Tax Planning
Asset Allocation
Estate Planning
Education Planning
Trust Accounts
Retirement Planning
Business Owner Planning
Risk Management
Insurance Review
Online Meeting Scheduler
Video Conferencing
Encrypted File and Document Sharing
Mobile Apps
Have an advisor - but don't have a Plan?
You have worked hard, saved a good amount, invested with an advisor or two along with an account on your own, but now there is more at stake and you need a single plan that coordinates all areas of your financial life for today and tomorrow.
Getting your Portfolio to Match your Plan...
Portfolios must be sensitive to investment expenses, income taxes from portfolio activity, the impact of behavioral finance and most importantly it needs to be aligned with your Plan.
Simple Solutions often Require a Complex Understanding...
Complex knowledge works to balance strategies that may need Trust accounts, Private Foundations, Charitable Giving, Business Retirement Plans or diverse Hedging Strategies.
Hemispherical Mapping and Scoring
It takes Facts and Feelings. Numbers are logical. Money is emotional.
Hemispherical Wealth Management encompasses a mapping and scoring process that approaches comprehensive Financial Planning with a focus on both the technical aspects of investing along with the psychology of investing.
You deserve a holistic financial road map. Only CERTIFIED FINANCIAL PLANNER™ professionals are rigorously trained in 72 areas of financial knowledge and must accrue thousands of hours of experience prior to earning their certification. With a CFP® professional, you get a financial planner partner committed to working in your best interest and the confidence that comes with building a comprehensive plan.
Our unique approach to Comprehensive Financial Planning allows you to create a plan that we can implement together knowing your specific map and score today and to easily monitor your progress along the way.
Where to now...
Visitors are encouraged to get to know us better. We believe selecting a Financial Planner for the first time or for the last time requires your to be fully confident and totally comfortable. We want to share more than the typical advisor to help you have what you need to move forward - Confidently.
