Momentum Financial Planning LLC

Making Money and Marriage Work for You

Financial planner in Longmont, CO (show on map)

5.0

★★★★★

10 reviews

Momentum Financial Planning empowers couples and individuals to manage their own finances with step-by-step guidance. No commissions or investment management, just stellar advice.

Call (815) 670-6202

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About

Momentum Financial Planning LLC empowers couples and individuals to manage their own finances and provides step-by-step guidance along the way. No commissions or investment management, just stellar advice.

Founder Sarah Sprague Gerber, CFP, AFC offers transparent advice-only financial planning designed to help you make the most of your money.

Advice-only (no commissions or investment management)

Transparent pricing

Focus on couples and marriage finances

Online educational courses available

CFP and AFC credentials

Services

Ongoing Financial Planning

Continuous financial planning support for long-term success

Regular check-ins Goal tracking Plan adjustments

"Just Talk With Me" Session

One-time financial planning session for specific questions or situations

One-time session Specific advice Personalized guidance

Money & Marriage Program

A comprehensive approach to navigating finances as a married couple

Couples financial planning Joint goal setting Communication strategies

Speaking Engagements

Sarah speaks at events on financial planning topics

Event speaking Financial education

Financial Foundations Course

Online course for new grads and early-career professionals to get confident with money management

Online course $249 Paychecks and taxes Investing basics 401(k) optimization

Credentials & Certifications

CFP (Certified Financial Planner)

AFC (Accredited Financial Counselor)

Registered Investment Advisor

Reviews

Rating

★★★★★

Reviews

"I highly recommend Momentum and Sarah's financial planning expertise."

Frequently Asked Questions

What services does Momentum Financial Planning offer? +

Momentum offers Ongoing Financial Planning, "Just Talk With Me" Sessions, Money & Marriage Program, Speaking Engagements, and the Financial Foundations online course ($249).

Where is Momentum Financial Planning located? +

Momentum Financial Planning LLC is located in Longmont, CO 80504. Phone: (815) 670-6202. Email: [email protected].

What is the Financial Foundations course? +

Financial Foundations is a $249 online course for new grads starting their first jobs, early-career professionals, and anyone seeking a solid personal finance foundation. Topics include paychecks and taxes, investing, 401(k) optimization, and more.

What is Momentum's approach? +

Momentum provides advice-only financial planning with no commissions or investment management - just stellar advice. They empower clients to manage their own finances with step-by-step guidance.