We are excited to share more about our process for delivering a Financial Planning that we believe improves the experience for you.
Financial Planning requires both technical knowledge to get the details right and emotional intelligence to ensure the details are right for you.
You will enjoy working with us! We utilize smart technologies to allow for financial planning projections that are meaningful and thourogh, encrypted file sharing to pass along documents and account statements to keep you safe, along with industry-leading portoflio analytics to analyze your current portofolio and develop the new strategies that match your financial planning objectives.
Owner and CEO of OverShare Advice and Planning, Mike began his journey in Financial Planning over 20 years ago. His professional experience includes coaching on investment strategies, portfolio tax planning along with formalized Financial Planning. Mike has a passion to share the techniques he has learned through years of experience with the intention of helping Clients work towards meeting or even exceeding their goals. He believes this is accomplished best through highly individualized planning and attention.
Meet our CCO. Baxter is a registered Havanese and you can tell by his medium brown nose that he is what is known as a Chocolate Havanese. Baxter loves short walks around the neighborhood, he is super social and his favorite spots are at the end of the couch or on his pillow by the window.