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Firm Overview

Why Choose OverShare Advice and Planning

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.