It's more than a Plan. 

 

It's the Planning, that changes everything.

 


 

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.

Core Beliefs:

Independence of Thought and Perspective

Formalized and Documented Hemispherical Wealth Management Mapping and Scoring Method

Impact of Behavioral Finance and Investor Psychology

Sensitivity to Portfolio Expenses and Taxes

Emphasis on Orbital Risk Awareness

Guiding Principles:

Portfolio Matching

Asset Allocation

Diversification

Asset Class Rebalancing

The_Planning_Process_OverShare_Advice_and_Planning_LLC_Mike_Kurz

Check Out a Sample Financial Planning Proposal

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