Financial Foundations Course
Get confident with your money — and make it work for you.
Financial Foundations is your step-by-step guide to feeling confident about your finances.
Starting your career is exciting — but managing your money for the first time can feel confusing and stressful. This course simplifies it all: from paychecks and taxes to investing and saving for what matters most.
Forget random Google searches. You’ll walk away with a clear, personalized plan for your money — one that fits your goals, lifestyle, and future.
Learn to earn, save, and invest with confidence — and make your money work for you.
New grads starting their first jobs and financial journeys
Early-career professionals ready to build confidence with money and investing
Anyone seeking a solid personal finance foundation beyond budgeting and mindset
Who should enroll?
How to set up simple systems to manage your money
Smart cash flow strategies to make the most of your income
How to manage debt and build strong credit
The essentials for investing with confidence
How to optimize 401(k)s, brokerage accounts, stock options, employee stock purchases
How to plan for uncertainty and protect your future (taxes, estate planning, emergency fund)
How to adjust your finances through life’s major changes like buying a house, having kids, dealing with layoffs or market swings, and getting promotions
What You’ll Learn
COURSE CURRICULUM
$249
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.
Early career professionals need to start managing their finances early in their careers to build a solid financial foundation. Let’s do this!
Don’t miss out - sign up now!
*This course is not investment advice, and is meant to be educational only. Students signed up for this course are not clients of Momentum Financial Planning LLC. If you’re interested in becoming a client, please contact Sarah at momentumfinancialcoaching.com