Momentum Financial Planning is a Berkeley, CA-based Registered Investment Advisor. Proud owner Sarah Sprague Gerber is all about helping couples get off on the right foot as they begin their new life chapter. She aims to provide her clients with the knowledge to successfully navigate the financial requirements of planning for the future as a married couple.
Sarah understands the importance of understanding your financial situation. After tying the knot herself, this expert realized the sheer amount of administration and discussion that goes on behind the scenes when merging two lives. Since then, her company, Momentum Financial Planning, has designed a specific program to tackle this huge life change and the exciting prospects it holds.
Momentum Financial Planning is excited to offer the Money & Marriage program to you and couples just like you. Throughout the process, Sarah explains the importance of financial planning, life goals, and transparency between partners. She hopes to give you all the necessary information to help you and your new spouse get off to a flying start in your finances.
