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Momentum offers something for every early career professional, from ongoing regular financial guidance and education to one-time project-based advice.

 
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Getting organized

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Balance sheet and cash flow understanding

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Reviewing and optimizing your employee benefits, including stock compensation

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Setting goals and cash flow priorities

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Protecting you: reviewing insurance policies

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Planning ahead: the musts of estate planning

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Planning for specific life events, like going back to school

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Loans and debt paydown strategies

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Saving strategically for "Future You" and your financial independence

 
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Investment advice for your various portfolios

Want more information? Talk with Sarah to get all your questions answered!

Ongoing Financial Planning

Build your financial confidence through ongoing guidance
Tackling all topics above holistically

  • Year 1 Financial Life Review + Comprehensive Plan Development + Education
    Full in-depth planning process to cover every aspect of your financial life over the first 12 months, in addition to building your confidence and education along the way

  • Year 2+ Ongoing Support + Implementing/Adjusting the Plan
    Guidance and support throughout the year, including plan updates and check-ins every ~3 months, plus up to 2 hours per year of email and Zoom meeting support

Project-Based Financial Advice

For those who just have a few questions
Tackling 1 or more of the topics above

  • Focused, concise direction to get started on the right foot

  • Work through any life event, such as a new child or company liquidity event

  • 2 service options: one-time “Just Talk With Me” meeting or 3-meeting project series, depending on your needs

    Note: Projects are not meant to be full financial plans. These options are designed for those that just want to talk with a professional or need some setup help.

This completely customized 1:1 6-month program just for couples offers something for every young couple, whether you’re getting engaged, just married, or never planning to get married at all.

Start your marriage on the right financial foot with everything you need to know as you merge (or not merge) finances with your partner.

You Are Your CFO: Comprehensive Personal Finance Online Program

Investing with Confidence: Investing 101 Online Program

Build confidence in your financial life and set yourself up for financial success.