Most people don’t wake up excited to talk about taxes, estate plans, or investment rebalancing. Yet the quality of those conversations and how deeply they reflect your life can make all the difference in building real financial security.

At Overshare Advice & Planning, LLC, Mike takes a different approach. It starts with the belief that financial planning is not just about numbers. It's about people: your goals, your fears, your family, your career, and even your quirks. That’s why we call it "overshare". Because when you share more, we can do more.

If you’re looking for advice that goes beyond a spreadsheet, here’s how we’re changing the conversation.

My approach is built for people who want more than a generic plan. My clients are business owners, professionals, and families who appreciate expert guidance—but don’t want to be boxed into a one-size-fits-all model.

The term OverShare reflects our belief that great planning happens when we go beyond the surface. It means you tell us about the things that concern you most, the values you want to pass on to your kids, the dreams that seem a little too big. And in return, we give you real advice—smart, strategic, and personal.

This is where tax planning, estate structuring, and investment strategy become tools—not just basic goals and objectives.

Many of my clients come to us after years of working with multiple advisors—one for investments, another for planning, someone else for tax analysis. The result? Fragmented advice and missed opportunities. Other clients have reached out after being burden by the chore of DIY investment choices and planning decisions that have reached a higher level of complexity.

 

We work best with clients who are open to honest conversations, want proactive tax and estate strategies, and are curious about how to make their financial life better.

 

You don’t need to be a solo financial expert and you can work with us to make the most of your knowledge and existing financial know-how. If you value being involved in the process and want to build a relationship, we are likely the right fit.

 

I am not afraid to ask tough questions, and do not hide behind or muddy the waters with industry jargon. I am your financial planner and bring deep experience in tax, law, estate planning, and investment strategy, but our meetings are more conversational and relateable.

You’ll always know what’s happening and why.

Talk with you soon!

-Mike Kurz

CEO, OverShare Advice and Planning, LLC