Comprehensive Personal Finance Program
You Are Your CFO: The all-in-one personal finance program for early career professionals
Feel confident that you are taking the right actions to set yourself up for financial success.
Be encouraged along the entire way with the support and financial education to guide you.
Build the peace of mind that you are doing the right thing for you and the rest of your financial life.
Starting life with your first few jobs can be exciting (you're making money! new people! new responsibilities!), but also filled with uncertainty, worry, and stress as you start to make money -- and have to manage it! -- for the first time.
Sure, you can (and probably have) googled questions like "what is a 401(k)" or "should I pay off debt or start investing first", but you're left without the confidence that you have a solid plan that takes into account your upcoming trip to Europe or the ESPP plan you're not sure you should enroll in, not to mention everything else happening in your life at the same time.
This personal finance course will teach you everything you didn't know you needed to know as you step into the adult world of paychecks, taxes, investing, and more.
Who should enroll?
- New grads preparing to start their first jobs and starting their financial life journeys
- Early career women ready to overcome their intimidation of investing and finance
- Young professionals looking to understand the next financial moves to build financial stability
- Anyone looking for a personal finance foundation that goes beyond money mindsets and budgeting
What You’ll Learn
- How to set up the personal finance systems to start your financial life.
- Cash flow strategies so you know you’re putting your income to its best use
- How to manage debt and build your credit
- Everything you need to start investing with confidence
- How to plan for and withstand uncertainty
- How to adapt your strategy to big life changes
COURSE CURRICULUM
ABOUT YOUR INSTRUCTOR
Hi, I’m Sarah. Sarah Sprague Gerber, CFP®, AFC®. After graduating from MIT with a degree in Chemical-Biological Engineering and Biology, I realized I needed to take control of my personal finances (student loans, anyone?) and that others needed help, too.
I completed UC Berkeley Extension's Personal Financial Planning Certificate Program in 2018 and earned the Accredited Financial Counselor® and CERTIFIED FINANCIAL PLANNER™ designations. I started Momentum to help others gain control of their finances and start their lives on the right financial foot.
Young professionals need to start managing their finances early in their careers, even before they've saved enough to work with a more “traditional” financial planner. Let’s do this!
Don’t miss out - sign up now!
*This course is not investment advice. If you need more personalized support in implementing your financial journey, you can work with Sarah under a separate financial planning engagement.