Momentum Financial Planning LLC
Momentum Financial Planning LLC

Momentum Financial Planning LLC

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

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Introduction: I help early career professionals get started in their financial lives. Whatever your question or questions may be, I will provide 1-on-1 guidance as you navigate your new world of personal finances.

Hired 2 times

Background checked

License verified

1 employee

3 years in business

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Customers rated this pro highly for work quality, professionalism, and value.

Exceptional 5.0

6 reviews


Read reviews that mention:

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Binh N.
Aug 5, 2020

Hired on Thumbtack

Hired on Thumbtack

Sarah is such a great financial advisor. I have been working with her for more than 6 months and I look forward to continue working with her many years down the road. She helps me get my financial life together. As a college graduate who just got a job, I had no idea about budgeting and saving for my future goals and retirement, but Sarah has been guiding me to help me achieve my goals. She is patient and understanding. The price (upfront flat fee) is reasonable compared to other financial advisors. I'd recommend Sarah for anyone, especially for young professionals who just got a job.
Personal Financial Planning
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Maria T.
Aug 4, 2020
Working with Sarah was an awesome and valuable experience. I learned so much about finances that I wish I had learned 10 years ago, and I am infinitely more confident now about managing my savings, stocks, taxes, budgeting, estate planning, employee benefits and more. Sarah is organized, explains concepts clearly and thoroughly, and she is easygoing to adapt lessons to whatever current concerns or circumstances you may be experiencing. When I was searching for financial assistance, Momentum Financial Planning was the only affordable option I could find for those of us early in a career. Highly recommend signing up with Sarah if you want to get a better handle on your money (and life) and actually learn financial concepts that will benefit you for years to come.
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Aug 3, 2020
Sarah is amazing and makes these complicated processes more simple. I am learning a lot about my financial health and appropriate steps to take to set up my future.
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Allie S.
Jul 29, 2020
Sarah is an awesome financial advisor who is very knowledgable and willing to help. Her excitement about getting her clients financially set definitely shows through in her work and monthly financial calls. Sarah definitely puts the "personal" in finance by determining what your individual goals are in life and how you can achieve those goals financially. She has been instrumental in aligning my life goals with my finances after graduating college and starting my first job. After just one year at my job, I have been able to save 2 months worth of expenses in my emergency fund, build up both my Roth and 401(k), and still spend a little money to enjoy life! I love working with Sarah, and I would highly recommend Sarah to anyone that wants to get their finances on track.
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Sophie B.
Jul 28, 2020
I can’t say enough good things about working with Sarah. Sarah not only helped me get all my finances in order, she broke down complex financial concepts and made me feel confident in my financial goals going forward. She is a kind, caring and compassionate advocate for your financial needs while being super knowledgeable, experienced and professional. Would highly recommend!

License Type: Investment Adviser Firm (CO)

License verified on 9/4/2021

Background Check

Sarah Gerber


  • What should the customer know about your pricing (e.g., discounts, fees)?

    I offer custom financial coaching and planning services for a flat monthly subscription. Subscriptions can last anywhere from 3 months to a year or more, depending on your desires and needs. I also offer one-time project-based work if you just have a few questions.

  • What is your typical process for working with a new customer?

    We will first meet for an initial 15-minute consultation to determine if we're a fit for each other. Once we get that set, we will typically meet at least twice per month for the first few months to get to work, then monthly after that. During these meetings we will start with the most pressing questions you have and then proceed to review your financial life comprehensively - how you can pay down student loans, build an emergency, most effectively contribute to your retirement account(s), etc.

  • What education and/or training do you have that relates to your work?

    I have completed the Personal Financial Planning program at UC Berkeley Extension and have passed the CFP® exam. I also have passed the Series 65 exam and worked as a Paraplanner for two years at Flow Financial Planning, LLC. Bachelor's Degree: Chemical-Biological Engineering and Biology from Massachusetts Institute of Technology (MIT)

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