Author: Sara Gelsheimer

Join Senior Wealth Manager, Sara Gelsheimer , for this video where she d iscusses the importance of building a strong advisory board versus being too independent and trying to go it alone in your business. Read more…

Join Senior Wealth Manager, Sara Gelsheimer, as she discusses the importance of being appropriately insured and provides considerations for mitigating risk in your business. Read more…

Managing cash flow in a business is vital to survival. Don't miss video #2 on Bad Cash Flow Management in Senior Wealth Manager, Sara Gelsheimer's series on common mistakes business owners make and how to avoid them. Read more…

In this video, Senior Wealth Manager, Sara Gelsheimer, walks through 5 actionable steps for deep cleaning your finances. Read more…

When running your own business, being prepared for the unexpected can help prevent disaster. Read more…

In this video, Senior Wealth Manager, Sara Gelsheimer speaks about striving for financial freedom even amidst uncertainty, and outlines steps for getting organized and setting up a financial plan. Read more…

Learn 5 strategies for tax reduction in this helpful video from Senior Wealth Manager, Sara Gelsheimer. Read more…

It's not a pleasant topic, but when divorcing, you want to be as financially prepared as possible. Join Senior Wealth Manager, Sara Gelsheimer, as she walks through the 3 steps to financially prepare for a divorce. Read more…

Join busy parents and Plancorp employees, Senior Wealth Manager, Sara Gelsheimer, and Chief Investment Officer, Peter Lazaroff, as they talk through important financial considerations to keep in mind when saving for a baby. Read more…

Pop Quiz: You have 10 seconds to name what your parents gave you for Christmas when you were 15. Go! It’s almost impossible to think of even one thing, right? Most gifts—even the big ones—fade from our memories within months. But some gifts will continue to give years after recipients have torn off Read more…