Erica Boutacoff
USRealistic & Flexible Learning Environment Realistic, flexible learning environment! I was so happy to find an option where the content was available live as well as archived to review a second time or if you missed a live session.
Jennifer L.
USIt's time to make my money work for me! I can work to make money, but thanks to Lisa's class, I now feel more confident in making my money work for me! I appreciate Lisa's ability to both demystify the world of financial independence and offer practical bite-sized tasks to make it all feel within my reach. Thank you for sharing your passion and talents!
CAS
USAttainable steps for moving toward financial independence This course was incredibly informative, with practical applications that immediately took effect. Lisa's presentations were organized to build upon each other and very well-researched, with anecdotes from her personal financial success as well as from founded and proven financial practices. This is the kind of stuff that you "wish someone had told you!" Do not miss out. I was surprised at how she was able to personalize it as well? She was really accommodating at answering our specific questions or referring trusted sources when she couldn't address or answer the question. I was able to make one change to my former employer 401k that was costing me thousands of dollars over the past decade and I wouldn't have known without this course. This course is catered to real-life, families and what they can do NOW, with actual steps and tools, not just some pie-in-the-sky advice. You need to have taken this course yesterday! I wish I had.
Mary B.
USI have recommended this course to friends! I'm incredibly grateful for Lisa and her Money Fit Method course for alleviating so much of my anxiety about my family's finances. Not only did Lisa give me a foundational knowledge about investing and financial planning, she also provided me with the tools to asses my finances and plan for my family's future based on our financial goals. Lisa's practical, thoughtful method is delivered with kindness and no judgement, and I just genuinely enjoyed all of her lessons. If you feel overwhelmed by finances and investing, this is an excellent course to start with. I have already recommended this course to friends!
Natalie
USVery accessible, not overwhelming! Lisa is very knowledgeable, but makes the information accessible. Even if you have never invested, she teaches you each step on how to do it. I also really appreciated that there was no time in the course wasted on “fluffy” stuff. She is very thoughtful about how she shared the information and gets right to it, but in a way that isn’t overwhelming at all!