OverShare Advice and Planning, LLC

At OverShare Advice and Planning, LLC, we help you achieve financial security in a complex and constantly changing world.  We design and implement plans to help you achieve your financial goals.  Our planning process puts the emphasis on you and your objectives. You are unique.  Your circumstances, responsibilities, and goals for tomorrow dictate financial strategies particular to you.

Recognizing and implementing the best planning options take extensive knowledge, insight, and above all, the active interest and continued attention of a dedicated financial planner.

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