Our Services

Ready to embark on a journey to financial success? From consulting to hosting a workshop to meeting with you 1:1, First at Finances has your back!

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!.

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!

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. Sara can meet with individuals, couples or families. Reach out to her today to learn more about her single-session and package rates!


Single Session - $275 + tailored plan
Money Maven 3-month Coaching Package - $575/month
for 2 sessions/month, includes a comprehensive tailored plan, access to messaging Sara for guidance and support in between sessions.