OverShare Advice and Planning, LLC
Investment Management - Frisco, Texas, United States
OverShare Advice and Planning, LLC Employees
OverShare Advice and Planning, LLC Details
We believe our greatest gifts to our Client Families resides in the ability to inspire you to sacrifice less for the pursuit of something more; focusing our talks less on the balance of your accounts and more on the balance in your life. We believe that money is emotional and at our most fundamental we are each as five year-olds; needing guidance and support to become the person you want to be.We believe 99% of financial advisors of all types are providing almost exactly the same services; more energy is required today to move our Client Familes forward in a meaningful way.We desire purposeful time and engaging experiences with our friends, family and Client Families; working only with a select group of Client Families, use Smart Tech to give you more freedom and prioritize more minutes on two wheels to be energized and inspired.We aspire to be on our Client Families' short list of favorites in their mobile devices; we must be both technically prepared to carry the burden of advanced financial planning and emotionally intelligent to navigate a better path for you.Financial Planning - Investment Advisory Services
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