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Money & Marriage Topics

Money & Marriage: Tackling Money As A Team As You Get Married

Let's talk about how to financially plan for getting married — such a big life event! What should you think about financially as you prepare to get married? How should you discuss money with your partner (without starting a fight)? How do the legal and financial systems see you both now as spouses? What conversations should you have before you’re married, and what moves should you make after you’re married? Should you merge your finances? How, and what does that even mean? Discover the answers to these questions and more in this talk by Sarah Sprague Gerber, financial planner for new couples and founder of Momentum Financial Planning LLC.

To Combine or Not to Combine? Your Three Options for Day-to-Day Accounts

When it comes to handling money with a partner, you will find a variety of ways to merge or not merge your day-to-day accounts like checking accounts, savings accounts, and credit cards. These accounts include all the accounts that you use actively for expenses and short-term savings goals, and these are the pieces that will most actively affect your day-to-day spending. What should you both do with these accounts and how should you now manage the flow of money between them? How should you both track your spending transparently with each other? Get your marriage finances in order and set up your money systems together in this talk by Sarah Sprague Gerber, financial planner for new couples and founder of Momentum Financial Planning LLC.

Planning Your Dream Wedding with Money in Mind (And Live Financially Happy Ever After)

Formal black-tie wedding? Destination ceremony on a white sand beach? Small, intimate gathering at the courthouse? What are your plans? This talk is an opportunity for you both to consider different expectations you have for the wedding, what your families expect, and what you both value around the concept of weddings and wedding planning as well. Find out how to keep your wedding costs within budget, save for your wedding, and stay aligned with each other all the while in this talk by Sarah Sprague Gerber, financial planner for new couples and founder of Momentum Financial Planning LLC.

Personal Finance Topics

Personal Finance 101: 5 Principles to Follow

Feel confident in your personal finances. Make sure you have all the right financial accounts and learn how to manage them. Learn everything you need to know to file your taxes, save for retirement, apply for and use credit, manage your student loans, track spending, and prioritize what to do with your money. Build financial momentum with a solid foundation starting now, and set yourself up for financial success in the future. Start out your career (and life!) financially strong! #youareyourCFO

You Are Your CFO: Cash Flow Priorities and Getting Started

Become your own CFO. Find out why your bank balance is nothing to be afraid of, what your financial strategy should look like, and how to make the most of your income. Discover the principles behind decisions like how to balance paying down debt with saving for the future, how to save for retirement, and how to organize your accounts.

Investing 101: Make Your $$ Work For You

What does investing mean? Why invest at all? How do you know if you’re ready to start investing? Learn how to get started investing, what to look for when deciding how to invest, and what ongoing investment monitoring you should be doing. Understand the fundamentals of asset allocation, diversification, and dollar cost averaging, as well as rebalancing, tax-loss harvesting, and making the most of market losses.

Company Stock Compensation: Find the approach that makes sense for you

ISOs, NSOs, RSUs, ESPPs. Not sure what to make of all these acronyms? Find out what they all mean and the guidelines and rules around each one. Learn principles and strategies to best make use of the ones that apply to you!

Life is Happening: Buying a House

Let's talk about how to financially plan for buying a house — often a big life goal! What should you think about financially as you prepare to buy a house? Learn the different financial considerations surrounding these two life events - how much house to consider buying, the costs involved you should plan for, and what you can expect the general process to look like.

Custom presentation

Sarah is happy to discuss a custom talk to fit the needs of your group!