MOMENTUM ALL-ACCESS
FINANCIAL COACHING

Get your quick financial questions answered with Sarah as your coach, all through chat

Early career professionals have been very underserved by the financial planning industry.

Momentum’s mission has always been to change that.

That’s why I’m excited to offer a new, affordable tier to my services-- the Momentum All-Access Financial Coaching plan.

WHAT THIS PLAN OFFERS

FINANCIAL COACHING IN YOUR POCKET

Ask Sarah your personal finance questions at any time, all through chat. Share your financial picture with Sarah to get customized advice to you.

INITIAL WELCOME CALL + MONTHLY 1:1 CALLS

As a part of Sarah’s financial coaching plan, you’ll get one initial welcome call, AND you can also schedule an optional 30 minute 1:1 call every month.

GET ACCESS TO A FULL-SUITE AI MONEY MANAGEMENT APP — PARTHEAN

The All-Access plan comes with a full suite of personal financial management features, including AI-powered spending insights, an aggregated account view, and more. You can learn more about the Parthean app here.

PRICING PLAN

Pay the way that works for you.

$79/month

In arrears - pay for the previous month at the end of each month.

READY TO GET STARTED?

Sign up below to start your financial coaching plan.

WHAT’S PARTHEAN?

Parthean is a money management app where you can:

  • Connect with Sarah via chat for your personal finance questions

  • Access financial AI tools

  • Automate your savings and debt payments

  • And more.

Learn more about Parthean here.

Note: Parthean is currently only available on iOS.

FREQUENTLY ASKED QUESTIONS

How do I share my financial information securely with Sarah?

You will get access to a secure document upload portal, and you’ll be able to link your accounts to the Parthean app (which gives Sarah view access only). Your information is safe because XYZ.

What happens if I decide I no longer want to continue?

No worries! You can cancel at any time.

How do you make money?

Momentum is solely compensated through client fees, and not through any other source.

What kind of chat response time should I expect?

Sarah does her best to respond to chats within a few hours (sometimes even faster!) during business hours, and next day if you’re sending a message at 11PM. :)

READY TO GET STARTED?

Sign up below to start your financial coaching plan.