As consumers, we choose how to use our resources. Use your purchasing power to choose what you are willing to pay for banking services. Next week is National Financial Planning week. Celebrate your financial strength. 20 Ways to Celebrate Financial Planning Week 1. Balance your checkbook 2. Write down your financial goals and revisit them periodically 3.... 

NEWS RELEASE CFP Board Says: “Let’s Make a Plan” Kimberly D. Overman, CFP®  President of The Financial Well, Inc. President of the Financial Planning Association of Florida Helping to support first large-scale Public Awareness Campaign   Tampa, FL May 5, 2011,  – Certified Financial Planner Board of Standards, Inc. has announced its “Let’s... 

Kimberly D. Overman, CFP, President of The Financial Well is featured in the NY Times Money Through The Ages. In a special collaboration with The New York Times and American Public Radio, we explored the financial financial issues facing individuals and couples through their lifetime. Listen to a special episode of Marketplace Money.  Read More →

Markets driving you crazy? Kimberly D. Overman, CFP of The Financial Well suggests you watch this presentation below to gain some perspective.  Read More →

The Financial Well Invites You To Attend “Envision Your Financial And Physical Well-Being For 2010” At The Lion’s Eye Institute Read More  Read More →

Announcing “Learn to Earn Gatherings for Women” sponsored by The Financial Well, Inc. during the Seven Steps to Living and Being Financially Well presentation. Kimberly Overman, CFP, and CEO of The Financial Well, Inc., speaks at Tampa’s tenth annual Speaking of Women’s Health conference in Tampa, Florida, on October 3, 2009.... 

Kimberly Overman, 2008 President of the Financial Planning Association of Tampa Bay (FPA), featured in the News. President Frederick Van Den Abbeel Unanimously Elected 2010 President Of The Financial Planning Association Of Tampa Bay “Frederick’s dedication to the financial planning industry is why members of the local Financial Planning... 

News > Video Videos – For Your Financial Well Money 911: Wine And Money TBO.com – Tampa Bay Online Money 911: Wine And Money December 3, 2009 Tampa- A local financial expert is offering a way for women to learn money matters and have some fun at the same time. Watch Video  Read More →