MOMENTUM

Financial Coaching and Mentoring for Gen X Women

Momentum is an all-inclusive membership program helping Gen X women change the trajectory of their finances — so they can reclaim their dreams and live the life they want.

Imagine feeling…

Relieved knowing you’re in full control of your finances
Focused on your goals while staying present every day
Confident your dreams will become your reality
Empowered with the knowledge and tools you need to make the right financial decisions
Hopeful about what your life could look like with a renewed sense of security and peace

Momentum puts it all within reach.

Personal finance isn’t a one-size-fits-all plan. Especially when you’re balancing a career, business, family, and the specific demands of your own life.

Gen X women have unique needs when it comes to finances. By joining Momentum, you’re taking the first step toward addressing your needs and reclaiming your dreams.

The financial future of your dreams is possible.

As a Gen X woman, you’ve been there, done that, and you have a lot to show for it.

You’ve worked hard, played by the rules, and did what you were supposed to do to build a great life. Overall, things are pretty good — but you know there has to be more.

More time
More joy
More confidence
More relief
More support

And even more money, if that’s what you want.

No matter your situation, these dreams are within reach.

But it might not seem like it when your financial life feels confusing, messy, or even out of control.

Does any of this sound familiar?

Arguing with your partner about where the money’s going

Wondering if you’ll have enough money for retirement

Feeling afraid to do something new — like relocate, buy a house, or change careers

Trying to be there for your aging parents, raise kids, be a supportive partner, and take care of yourself — all at the same time

Feeling frustrated with the status quo and wondering how much you can really change in your life

Realizing you have a lot of dreams unchecked on your bucket list

If this sounds like you, it’s okay. No judgment here.

When you boil it down — whatever your situation, problems, or dreams — it becomes clear:

You need someone in your corner to help show you what’s possible.

You need Momentum.

Get the knowledge and tools you need so you know what steps to take to reach your goals.

Momentum offers 12 distinct classes that — along with corresponding videos, supplemental trainings, and written content — to give you the confidence and know-how to start changing your financial situation.

Find the clarity you’ve been looking for when it comes to your finances.

Get the knowledge and tools you need so you know what steps to take to reach your goals.

Monthly LIVE Q&A sessions provide you the opportunity to get extra clarity where you need it. Tune in live or send in your questions ahead of time (and watch the recording) to get specific, actionable advice from your financial coach.

Learn alongside a community of ambitious Gen X women.

Get the knowledge and tools you need so you know what steps to take to reach your goals.

Learn alongside a community of ambitious Gen X women.

Quarterly guest trainings expand the reach of the Momentum community. Hear from guest experts in specialized fields — like investing, estate planning, and real estate. Plus, learn with other women who are on the same journey as you.

“We are now better equipped to tackle our finances and planning with confidence."

“Stephanie is exceedingly patient, honest, and generous with her time and knowledge. My husband and I were starting from the bottom in terms of our ability to communicate about finances and bills, let alone financial planning. Stephanie guided us toward putting all of our expenses into a budget, which revealed some ugly truths about our spending habits. She helped us identify our goals. Best of all she had us complete exercises that enabled us to better work as a team, drawing on each other's strengths. We are now better equipped to tackle our finances and planning with confidence. You cannot go wrong working with Stephanie. “ — Beth E.H.

How Does Momentum Work?

Momentum is all about leveling up your money, your mindset, and your mission.

With the clarity that comes from taking stock of your current situation, you can uncover the tools, knowledge, and strategies you’ll need to make confident money decisions for your future.

Momentum combines our empathy-based approach with our financial literacy framework to teach you everything you need to know to reach your financial dreams.

When you sign up for Momentum, you get access to a new lesson and corresponding trainings each month, as well as support from an amazing, supportive community on a similar journey.

Module 1: Feel-good Cash Flow

Create and maintain cash flow regardless of what's going on around you.

Module 2: Confident Money

Trust your own agency and your ability to make sound financial decisions.

Module 3: Exploring Money Mindset

Understand your money mindset, where it comes from, and how to adopt life-affirming beliefs.

Module 4: Methods of Increasing Income

Add to your quality of life by increasing your income and improving your cash flow.

Module 5: How to Pay off Debt

Pay off credit card balances and other debt in a strategic and sustainable way.

Module 6: Protect Your Money and Future

Obtain the proper insurance, trusts, and other financial products to protect your family, wealth, and assets.

Module 7: Wealth Building Assets

Invest in goods, services, businesses, or products that generate income or appreciate in value (or both).

Module 8: Money and Relationships

Leverage each other's strengths and communicate more effectively as you work toward your financial goals together.

Module 9: Salary Negotiations

Create a proposal that demonstrates your value, details your skillset, and provides evidence for why you deserve higher pay.

Module 10: Money Management for Small Business

Understanding profit margins is a key factor in helping your run a successful and profitable business.

Module 11: Consumer Protection

Protect yourself from scams, identity theft, and other forms of misrepresentation.

Module 12: Financial Health

Prioritize activities and practices that result in optimal physical, mental, and emotional health so that you have the energy and capacity to implement good money habits.

Meet Your Financial Coach

Hey, I’m Stephanie — the creator of Momentum, founder of Social Money Finance, and financial coach for Gen X Women.

I know what it’s like to be a successful, ambitious woman and still feel insecure about my finances. You can’t be a joyful, empowered woman without having control over your financial situation. The unknowns are stressful — which is why I’m here to help.

Over the years, I’ve worked with hundreds of women, getting them on track to reach their financial goals. It all starts with what I call the lightbulb moments — when you realize your dreams are within reach. Ready to work together to make your dreams a reality?

“Stephanie is a gem, a rare mix of quiet strength and wisdom.”

“Stephanie is a gem, a rare mix of quiet strength and wisdom. I have learned so much about myself since starting my work with Social Money Finance. What started as a little bit of a chance encounter has turned into a very transformative experience — one I keep coming back to. I’ve seen a lot of my behaviors adjusted, my mindset repatterned, even my business has benefited. I’ve recommended Social Money Finance to many people and will keep doing so.” — Calypso P.

Gain Financial Clarity, Rediscover Your Dreams, and Find the Support You Need

Enrollment reopens Spring 2023!!

Financial Coaching and Mentoring for Gen X Women

Momentum puts it all within reach.

Enrollment reopens in Spring 2023!!

The financial future of your dreams is possible.

You need someone in your corner to help show you what’s possible.

You need Momentum.

Get the knowledge and tools you need so you know what steps to take to reach your goals.

Get the knowledge and tools you need so you know what steps to take to reach your goals.

Get the knowledge and tools you need so you know what steps to take to reach your goals.

Find the clarity you’ve been looking for when it comes to your finances.

Get the knowledge and tools you need so you know what steps to take to reach your goals.

Get the knowledge and tools you need so you know what steps to take to reach your goals.

Learn alongside a community of ambitious Gen X women.

Get the knowledge and tools you need so you know what steps to take to reach your goals.

Learn alongside a community of ambitious Gen X women.

“We are now better equipped to tackle our finances and planning with confidence."

How Does Momentum Work?

Here's what we'll cover:

Module 1: Feel-good Cash Flow

Module 2: Confident Money

Module 3: Exploring Money Mindset

Module 4: Methods of Increasing Income

Module 5: How to Pay off Debt

Module 6: Protect Your Money and Future

Module 7: Wealth Building Assets

Module 8: Money and Relationships

Module 9: Salary Negotiations

Module 10: Money Management for Small Business

Module 11: Consumer Protection

Module 12: Financial Health

Still wondering if Momentum is the right fit for you?

Video Testimonials

ecleynne Mercy

Yali Ruiz

Meet Your Financial Coach

“Stephanie is a gem, a rare mix of quiet strength and wisdom.”

The future you want is closer than you think. Take the first step by joining Momentum.

Investment

$188 per month

$188 per month

$188 per month

$2088 Annually

$188 per month

$188 per month