Review Time
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!
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.
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!
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.
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.
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!
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.
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!
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