Join Michelle Gessner, CFP®, as she welcomes Lauren Morris, the client services extraordinaire at Gessner Wealth Strategies. Lauren shares her behind-the-scenes skills on simplifying the financial complexities that often perplex us. Whether it’s navigating the ins and outs of accessing funds, ensuring tax efficiency, managing paperwork with Schwab, and knowing what questions to ask, or better safeguarding finances with seamless bank links, Lauren’s insights are invaluable.
Discover how Gessner Wealth Strategies strives to enhance your overall financial well-being through proactive management and exceptional client support.
Michelle and Lauren discuss:
- [00:03:03] How new clients can easily access their funds and why understanding “custodians” like Charles Schwab is crucial
- [00:05:35] Setting up secure bank links without compromising cybersecurity
- [00:08:47] Tips for onboarding: Gathering account statements, checking beneficiaries, and preparing for financial planning
- [00:13:37] Tackling paperwork and navigating RMD processes to minimize tax burdens
- [00:17:18] Real-life examples where proactive steps prevented financial mishaps due to unreported cost basis
- And more!
Resources:
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YouTube: Gessner Wealth Strategies
713-589-6448
About Michelle Gessner:
As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is passionate about building a life plan for her clients and helping them see that they have choices, which often comes to them as a pleasant surprise. She is an independent thinker and a huge advocate of her clients’ interests. Her greatest joy is working to do what is right for them and be their voice.
Michelle has a B.S. in Finance from the University of Colorado, Boulder, and an M.S. in Management from Boston University, Brussels. Growing up in Montana and moving to Colorado for college, she took out student loans and worked her way through all four years. After graduating in 1987 with honors, she accepted a job at Shell Oil in Houston, and worked her way up the corporate ladder to a management position before leaving in 1992 for Brussels, Belgium, where she lived for 4 years. In Brussels, she learned about different cultures and basic conversational French as well as pursuing and earning a graduate degree in management.
As a CERTIFIED FINANCIAL PLANNER™ professional, she is held to the highest standards set forth in the industry. She surrounds herself with a back office of experts in tax and investment research so that her clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm.
