First at Finances
Welcome to your safe space for financial well-being, education and empowerment.
Founded in 2021 in Los Angeles, CA by Sara Potter-Gittelson, First at Finances was born out of over a decade of Sara’s leadership in financial literacy within higher education. Recognizing the need for a more expansive and inclusive approach, she set out to create a space where conversations about money go deeper—rooted in our identities, relationships, and personal financial journeys.
First at Finances is a trusted hub for financial wellness, empowerment, and education. We support non-profits, businesses, foundations, universities, groups and individuals seeking financial literacy support.
What We Offer
Individual or Couples Financial Coaching
Are you feeling stuck, stressed or overwhelmed when it comes to your finances?
Sara offers personalized virtual coaching and has 10 years of experience meeting with individuals from various social class backgrounds, identities and financial situations. She is someone you want on your team when it comes to your financial journey. Reach out to her today to learn more about her single-session and package rates!
Single Session - $275 + tailored plan
3-month Coaching Transformation Package - $575/month for 2 sessions/month, includes a comprehensive tailored plan, access to messaging Sara for guidance and support in between sessions.
Workshops & Events
Need an engaging speaker who makes finances exciting, relatable and inclusive? The 1-1.5 hour workshop topics we cover include:
unpacking our money stories
budgeting
credit navigation
investing & retirement basics
student loan borrowing and repayment
debt repayment
finances and your wellness
See a topic not listed or interested in creating a workshop series? Let’s talk about it!
Consulting Services
If your organization needs support with:
establishing a financial literacy platform
developing a financial app and need feedback
creating engaging financial education curriculum
launching a unique program
assessment around money management
cultivating a lasting relationship with a financial institution
group financial coaching for a cohort of students or staff
We’ve got you!
Grab a free 15 minute discovery call…
Ready to quit feeling overwhelmed by financial conversations? Are you wanting personalized financial coaching support to help you achieve your goals? Are you seeking support with financial literacy curriculum? Need a financial well-being expert to speak at your next retreat or event? Let's pencil in a 15 minute chat and see if we are a good fit for one another!
