Would definitely recommend!
Lisa is wonderful to work with! She is so friendly and personable and made us feel comfortable to discuss our financial goals. We are very new to investing and wanted a good idea of how to begin and we learned so much through Lisa’s online course as well as through the Q&A sessions. She really helped us feel capable to create our long-term plan and built up our confidence in understanding where to focus to meet our goals. Being able to use the Right Capital software she gave us access to was a game changer as well! We would definitely recommend her course to anyone!
Cami Hansen
Highly Highly Recommend!
Highly, highly recommend Lisa's course! If you're even considering it, just do it! Prior to this course I had a very limited understanding of how to invest, what to invest in and even how to plan for my future. Lisa really helped me get all my ducks in a row, understand what I need to do and helped me feel confident that I can accomplish my goals. On top of all that, she's just a lovely person. Well worth the initial cost of the course!
Roz Vara-Good
Every year holds great potential
Lisa's course contained easy to understand online learning modules, small group Q&A sessions that felt safe and inviting, and one-on-one work to ensure confidence after the course. After feeling overwhelmed by an abundance of finance information and anxious about choosing the right approach, Lisa built my confidence, diminished the fear about planning for retirement, and left me feeling so thankful that I finally just took the course. To see the impact of starting investments this year versus waiting even one year was truly eye-opening.
DT
Lifechanging
In a league of her own. Lisa is really something special, and her teaching ability is unmatched. She takes what can be complicated and bewildering topics and makes them incredibly approachable. Her genuine passion for the subject matter at hand can be seen in every detail of how she approaches her course, and her kind and grounded spirit infuses every interaction she has with her students. Lisa embodies many outstanding qualities-- patience, encouragement, sensitivity and know-how, to name a few-- that are rare to see all in one person. She's the kind of human that is quietly changing the world through the excellence and value of her work and the clarity of her mission. Seriously, even if you don't think you'll be able to "do things perfectly," give it a try-- working with her will help you see the importance of simply showing up as you are.
EB
Absolute gamechanger
Absolute gamechanger. I had been putting off getting our personal finances figured but this course got us right in track. Steps were broken down without material being dumbed down. Ended up feeling empowered.
Judith Looyestein
It was a great class
It was a great class. Her explanations really helped to me to understand something that usually overwhelms me.
Karina Diaz
You almost certainly need this!
Lisa and MoneyFitMoms are a great resource for the basic financial literacy that we should all have, for getting answers to specific questions, and for developing a detailed financial plan. I joined to get a “check” on my self-managed finances to see if I’m on track for retirement — and I got a way more customized plan than I ever could have imagined, as well as customized advice and assurances. Lisa knows her stuff and is passionate about what she does. Highly recommend!
Erica
Lisa is so down to Earth!!
Lisa is amazing! Having someone so down to earth to teach simple and impactful changes and tweaks to hit your financial goals is hard to find. She holds no judgement in reviewing finances and really looks for small changes that can make a big difference. Lisa probably doesn’t even realize it but on our weekly team calls she offhand mentioned things in conversation with the group that I took in and am really glad I did. As part of conversation she mentioned a few podcasts and books that intrigued me to learn more. I feel like Lisa’s optimism and enthusiasm for finance is infectious. As a Federal employee sometimes the retirement system is overwhelming. Lisa already has knowledge of what encompassed the system and gave me great advice on how to run scenarios on different retirement ages. Even though I am still 15-20 years away from retirement it eased my mind and heart to know that my goals were possible with her suggestions. Lisa’s simplified approach and emphasis on ways of automating investment make a big impact. Would totally recommend any of her products to anyone wanting to get on top of their finances and plan for retirement.
Brooke Pruitt
Worth every penny. Wish I had taken it 10 years ago. Exclamation
Lisa's class was so helpful, so worthwhile, and worth the price. The Q&As weekly were incredibly educational. I learned so much not only from my own questions being answered, but hearing other people's questions and answers. I never really knew about IRAs. Investing confused me, so I just kind of ignored my 401k. Life is a little crazy right now with young kids, and I didn't even finish all the" homework" from the course. But I have all the action steps I need to move forward with a good plan for the future and peace of mind. I never learned about investing and I have been quite ignorant about retirement. I wish I had been able to take this class 10 years ago. I can't wait to share what I've learned with my own children as they grow and with my peers. Thank you, Lisa!
Jamie
Forever Grateful!
I will forever be grateful for learning from Lisa at Money Fit Moms! Before this program, I had zero idea on where we were for retirement and our other goals, other than generally knowing we were behind. The education I received in this program is truly priceless! I now feel empowered with motivation, a plan, and the education I need to execute it. While it initially felt scary to fully face where we are financially in relation to our goals, it was so worth it for the peace and hope I now feel with our plan in hand. Lisa is so genuine. She is an excellent educator, and it is obvious in every aspect of this program that her ultimate goal is to truly help and make a difference. She certainly has made a huge difference for our family! And I can't recommend her program enough.
Jessica Longhurst
Priceless Course !!!!
I have so many good things to say. I took Lisa’s Build Your Money Fit Plan Course. Lisa starts with the basics and explains financial freedom/retirement planning in a very organized manner. She has weekly meetings and guides you to help you stay focused. She is very attentive, AUTHENTIC, professional and answered ALL my questions. Lisa understands the schedules of moms and works within those schedules. She gives realistic assignments to help achieve our goals in the course. On week 1, I was completely lost about retirement and financial planning. Today, I finished the 5-week course. I feel so relaxed and relieved about my financial future. I am optimistic. I am no longer worried about my future because I now have a PLAN thanks to Lisa! Lisa is passionate about helping women understand their finances. She will help you make a plan that works for you! I am thankful for her and her course! If you have any doubts about signing up, I promise you that this is a great investment. The peace of mind I now have is PRICELESS!
Anna S.
Who Knew Learning About Finances Could Be So Pleasant?
Learning about financial independence from someone so passionate ("nerding out" about investing) helped me get excited about a topic I'd only ever felt an anxious aversion to for my entire life. Lisa made it easy to understand the necessary concepts and helped me feel more confident in taking control of my finances. Lisa created a totally nonjudgmental environment that assuaged any shame/fear that usually comes up around this topic. She made this such a pleasant experience and I'm grateful for the huge difference her course has made on my life.
Lacey P.
I'm so very glad I participated!
Communication and expertise from Lisa was outstanding. She truly is passionate about helping women feel confident in this area of personal finance. As an Accredited Financial Counselor and life-longer learner, I'm always looking for accurate, unbiased information and Lisa's course content was top notch. Content and understanding increases from module to module. Weekly meetings with the group were timely and motivating. I'm so very glad I participated!
Amanda Christensen, AFC
I now feel empowered and confident about our money!
This course helped me understand all investment and retirement options so much better, and feel empowered to make decisions based on our wants, needs, and goals! I now feel confident that we are spending our money every month in a way that helps us enjoy life now and be prepared for the future. Lisa is so knowledgeable. Her course is informative and having someone to answer questions about our specific situations is what was most valuable for me!
Lizzy G
Everyone can learn from this class
Lisa is super knowledgeable and shares her love and enthusiasm in every class. I can’t wait to implement key financial decisions I learned in this class into my own life. I’ll reap the benefits for years to come. Thanks so much Lisa.
Eryka Glover
Money Fit Plan Course Review
Lisa is incredibly knowledgeable when it comes to investing and finance. I took her Money Fit Plan course to start taking control of my finances and to make sure I was on the right path for retirement. The time she dedicates to her students went above and beyond. Thanks to Lisa, I have a much better understanding of my personal finances. I have also gained a lot of knowledge of the different ways to save, invest, and budget.
January Vickers
Empowering and Motivating!
After taking this course, I felt so much more confident regarding my family’s finances. I feel like I have a significantly better understanding of retirement/investment terms and concepts than I had before, and that I’m able to use this newfound knowledge to make more informed financial decisions going forward. Lisa’s videos were easy to follow and the course structure made the lessons/homework not feel overwhelming. I found the additional resources included in this course to be highly valuable and something I know I’ll be returning to again and again. On top of that, Lisa is truly a pleasure to speak with and was incredibly helpful answering my specific questions during our 1-on-1!
Deirdre May
Learning about investing from Lisa was…
Learning about investing from Lisa was great! She is very informative and helps you see what is possible in your unique situation. I’m so glad I signed up for her course!
Katie
Lisa is absolutely incredible
Lisa is absolutely incredible. I was a total rookie regarding anything financial. Her class is straightforward and so easy to follow. Even better, she is approachable and helped me feel at ease to ask my most basic questions. She really empowered me to take control of my financial future and helped me see all the ways I was already on that path. I feel like I know where I am going. I also feel I have the tools to teach my kids how to invest. I highly recommend Lisa's class!
Melissa Dokurno
Worth every penny!
Where do I even begin? This course was worth every penny (and I’m choosy with how I spend mine!). I’d do it over again in a heartbeat! Lisa made the information readily accessible and easy to understand which made getting on top of our financial planning so much more manageable. Before I began the course, I was feeling overwhelmed and out of my depth when it came to understanding and executing investments. Thanks to Lisa’s teaching and support, now I feel much more equipped to make educated decisions regarding our financial planning for retirement.
Lindsay Rozier
