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OverShare Advice and Planning, LLCOverShare Advice and Planning, LLC
new home
By OverShare Advice and Planning, LLC Budgeting

29 Jun: Buying a new home?

You have plenty to look forward to as a home buyer, from browsing houses online to touring prospective neighborhoods.  …

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By OverShare Advice and Planning, LLC Fun

10 Apr: Thank You to Our Clients

Thank You! We are very fortunate to have great Client Families.  Life has given us a distinct opportunity to serve…

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Forbes April 2020
By OverShare Advice and Planning, LLC Budgeting

09 Apr: Forbes Magazine Online Article – April 9, 2020

Get the Five Steps Below… “How Parents Can Help Gen Z Prepare Their Credit For Graduation” by Kimberly Palmer shares…

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coronavirus
By OverShare Advice and Planning, LLC News

01 Apr: Checklist for Emergency Relief for Coronavirus

For Individuals and Families: Checklist for Emergency Relief for Coronavirus This checklist attached as a PDF helps you review potential…

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market graph
By OverShare Advice and Planning, LLC Planning

30 Mar: Planning Items During a Recession

Financial Planning Items to Consider During a Recession This checklist is designed to bring your attention to potential financial planning…

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interview meeting
By OverShare Advice and Planning, LLC Planning

04 Mar: Job Loss

What should you consider if you lose your job? The checklist below serves as a easy reminder for important items…

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Office and Contact Info

OverShare Advice and Planning, LLC
6136 Frisco Square Blvd, Ste 400 #1099
Frisco, Texas 75034
469-777-6559
info@OverShareAdvice.com
Office Hours: By Appointment Only

About Us


We deliver Financial Planning and Investment Advisory with an expectation of providing a Fiduciary Standard of Care.

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