Financial Well Inc

Description

Kimberly D. Overman, CFP® President and Chief Investment Officer Kimberly D. Overman of The Financial Well, Inc. is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience offering financial planning, pension consulting, and wealth management services to individuals and family businesses, as well as to corporations and non-profit organizations. Ms. Overman is directly responsible for the leadership and direction of the Company to ensure such financial planning and investment activities are being performed to the expectations of the clients. Ms.

Founded in 1998, The Financial Well is a fee-only registered investment advisor and fiduciary, as defined by the Securities Exchange Commission, the Board of Standards for the Certified Financial Planning Practitioners, and the Financial Planning Association.

Sudden Wealth What would you do with an extra $10,000? Maybe you'd pay off some debt, get rid of some college loans, or take a much-needed vacation. What if you suddenly had an extra million or 10 million or more? Whether you picked the right six numbers in your state's lottery or your dear Aunt Sally left you her condo in Boca Raton, you have some issues to deal with. You'll need to evaluate your new financial position and consider how your sudden wealth will affect your financial goals.

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