Sarah Gerber (AFC, CFP®, PMP)
Sarah Gerber focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Millennials
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Millennials
Planning Specialties
Whether you're an engaged/newlywed couple, young family, or early/mid-career individual, Momentum will help you build your financial foundation and navigate the personal financial world. Let's make the most of your money together!Additional Information
Not your traditional financial planner, Sarah Sprague Gerber runs her own advice-only financial planning and coaching firm, Momentum Financial Planning LLC. Her firm is focused on helping engaged/newlywed couples, young families, and early career professionals build financial momentum through Momentum's flagship "Money and Marriage" program, 1/1 project and ongoing financial planning, online courses, and speaking engagements.
Momentum's innovative “Money & Marriage" program aims to help committed couples work through the challenges and financial planning opportunities that come with combining (or not combining) finances as they choose to get married. In addition, Momentum provides project and ongoing financial planning to engaged/newlywed couples, young families, and individuals to help them make the most of their money.
Whether it's deciphering your stock compensation, deciding what to do with your new paycheck, determining how to invest your 401(k), deciding to pay down student loans or contribute to a Roth IRA, Momentum will show you how to navigate the personal financial world. I'll help you get started on the right financial track for your future financial success.
Building your financial foundation shouldn't be so hard, and I'm here to help change that. Let's work to build your financial confidence and execute your plan together. After work, I'll be running, reading, or playing with my daughters. Or possibly nerding out on biochemistry too :)NAPFA Start Date
November 02, 2022
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