What customers mention most
I loved that I could learn about investing in a non judgmental setting and on my own pace and time.
I can’t say enough good things about the Money Fit Moms! This community has been such a positive and empowering space. The coaching is practical, supportive, and focused on real-life strategies that actually work for busy moms. I appreciated that Lisa opened up some additional features for me within the software tool to help me do some more advanced modeling. What I love most is how encouraging and judgment-free the environment is. I’ve learned so much about making smarter financial decisions to secure my retirement plans. If you’re a mom who wants to feel more confident with money and be part of a supportive community, I highly recommend joining!
Lisa’s course was amazing! She gave us valuable information and the tools to implement it. She was so willing to help and answer questions, and she is very kind and personable. I learned a lot and loved being able to see where I’m at and how I can make my investments work for me and my family.
Very responsive, explained things very clearly, took a lot of time to make sure each participant fully understood how the tool worked in their situation. Very helpful.
Lisa is so knowledgeable, I trust her completely and her content is great. I tend to get stuck in the financial weeds a lot and spin out about tax implications in retirement, backdoor Roth conversions, nuances of investing, etc. But Lisa keeps things simple (but also knows everything about every financial topic) and nails all the money basics that all of us deserved to learn about growing up. Would recommend the investing course with zero reservations. Thanks Lisa!!
Thank you for being so amazing! I loved the way we were able to ask and get questions answered without going into any specifics on our personal finances even while conversing in the group. I loved the support along the way and the challenge to put all of our information in one program to see where we are and what our trajectory is. Thank you Lisa! ❤️
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!
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!
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.
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.
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.
It was a great class. Her explanations really helped to me to understand something that usually overwhelms me.
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!
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!
Based on 40 verified customer reviews, Money Fit Moms | Money Fit LLC holds an average rating of 3.0 out of 5 — rated Average on ReviewTerminal.
