Momentum Financial Planning LLC - Longmont, Colorado

Whitney B.

We had an excellent experience working with Sarah. She listened to our needs and provided tailored guidance and advice throughout our time working together. Sarah showed that she both cared about what my husband's and my goals were (rather than pushing a specific agenda on us), and gave very in-depth, helpful advice that will set us up well for the future. Her follow through and organization was also appreciated. I recommend Sarah highly if you're in need of financial advice and planning support!

Jolene G.

Working with Sarah ultimately led to an invaluable feeling of ease and security for our future.

My husband and I worked with Sarah for 8 months and we accomplished so much! Our goals were to learn more about our options and get those options organized to be able to make smart choices to be prepared for our short term goal of moving out of the country with an eye on the long term goal of having a financially secure future. If we had remained in the US we would be lifetime clients!

Sarah took time to get to know us and understand our goals and approached us in what I would describe as a holistic approach that was welcoming, understanding, and came with a great deal of knowledge, guidance, and organization.

Working with Sarah is an amazing experience and I believe one of the best choices you will make for your future!

Brennan H.

Sarah is fantastic at what she does. I came to her looking for help with budgeting, advice on investing and cash flow planning. Over the last couple months Sarah has put together a personalized strategy for me and given me clarity on my financial plan. It's been invaluable to have someone with her expertise as an advisor assisting me with planning my financial future. I highly recommend her and the team at Momentum Financial!

Deanna L.

To say "thank you for all the financial planning" feels like the understatement of the century to describe what Sarah has done for my husband and I. It was clear from the start that Sarah saw us as people, and cared for us this way throughout the course of our financial journey together. She helped us focus on what matters most, and was unwavering in her extension of support through unexpected and unpredictable financial times. Her expertise and encouragement made all the difference in the world. I look forward to our work together in the future, and am incredibly grateful to have someone I trust as much as I do Sarah.

Lauren D.

I highly recommend Momentum and Sarah's financial planning expertise. I had been seeking an 'advice only' financial planner for a long time and Sarah is exactly what I'd been looking for. She is incredibly smart, thoughtful, tech savvy and explains complex topics in a very relatable manner. My husband and I learned so much from Sarah and are looking forward to continuing to work with her on an annual basis. She is exactly who you want in your corner to set you up for financial success!

Dana V.

I cannot say enough great things about Momentum. Working with Sarah helped me get my financial life organized in a way I didn't think was possible. I hesitated to get financial help because I was afraid of judgment, but Sarah was so kind and non-judgmental, easing any anxiety I might have had. She explained things to me that I never would have even thought to ask about, and was patient and thorough when answering any questions I did have. Because of working with Momentum, I finally paid off all of my credit card debt, and am well on my way to growing a savings safety net, two things that I didn't think would be possible for me. I rave about Sarah to all of my friends and always recommend her.

Zara

Sarah was the first person to teach me about personal finance. I hired her to help me make sense of an inheritance I got. At that time I was a complete novice. She inspired me to take a community college course on personal finance. Sarah's views are textbook. Her counsel is like taking a shortcut through that class.

anna C.

I had the pleasure of working with Sarah both as a speaker for the company I work at and as a personal advisor on my finances. She is amazing!! She was so helpful and knowledgeable and guided me every step of the way. I would highly recommend working with her! Thanks for everything