Sarah Gerber

Momentum Financial Planning charges ongoing planning fees that are paid monthly in arrears. The cost varies depending on whether services are for an individual or a couple, and the duration of the engagement:

• Year 1 (Financial Life Review, Comprehensive Plan Development, and Financial Education):

  • Individuals: $4,188 per year ($349 per month)
  • Couples: $5,736 per year ($478 per month)

• Years 2+ (Ongoing Support and Financial Life Updates):

  • Individuals: $2,244 per year ($187 per month)
  • Couples: $3,300 per year ($275 per month)

These ongoing services include regular meetings, email and phone support, plan updates every three months, and assistance with implementing plan recommendations.

• Money & Marriage Program — $3,299 for a 6-month hybrid program for couples featuring group educational calls and personalized financial guidance
• Just Talk with Me Session — $949 for a one-time 90-minute meeting to discuss specific financial questions based on a pre-meeting questionnaire
• Financial Literacy Courses — $0 to $1,000 depending on course length, complexity, and topics covered
• Educational Seminars and Speaking Engagements — Free to $4,000 per seminar or up to $1,000 per participant