MONEY FIT PLAN: 4 Steps to Financial Freedom

WEEK 1: PLAN YOUR FINANCIAL FREEDOM

(Investing 101: How to buy your freedom -- The life-changing information you wish you’d known earlier)

WEEK 2: CHART YOUR COURSE + CURRENT GOAL

(Investing 101: Build wealth faster by climbing smarter -- not harder)

WEEK 3: SET YOUR PACE + WIDEN "THE GAP"

(Investing 101: Financial goals first + Savings rate)

WEEK 4: AUTOMATE YOUR FREEDOM + ENJOY YOUR LIFE

(Investing 101: Assets, Allocations, and Management -- Stop making your financial advisor rich!)

BONUS MODULE: BUILD WEALTH AUTOMATICALLY — SYSTEMS + HABITS (BONUS): FAQs

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

February 16. 2024

The training courses were thoughtfully put together, explained step by step, along with reinforcement of information and principles throughout the entire course. The information is broken out in a way that really highlights the basic concepts behind investing.

Additionally, it was a pleasure meeting and speaking with Lisa on the weekly Q&A session. She makes you feel very comfortable to ask any questions (no question too dumb). I can honestly say I've increased my investing knowledge and confidence level with the course.

Appreciate all the time and effort Lisa has given to the course!

Denise W.

September 29, 2023

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Thursday Q&As: Do you prefer 7pm Eastern or 7pm Pacific?

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Lisa Schader, DBA Money Fit LLC, DBA Money Fit Moms is NOT a registered investment, legal or tax advisor or a broker/dealer.

All investment/financial opinions expressed in this course are based on personal research and experience and are intended as EDUCATIONAL material only. Although best efforts are made to ensure that all information is accurate and up to date, occasionally unintended errors and misprints may occur.

Investing involves risk. Invest at your own risk.

The mission of Money Fit Moms is to encourage financial knowledge and confidence, not to provide specific investment, retirement, insurance, or tax advice. The advice contained on Money Fit Moms cannot take into account your specific situation; therefore, when making financial decisions, you may want to consult a CPA, certified financial planner, or lawyer.
IRS regulations require me to advise you that, unless otherwise specifically noted, any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

I hereby release, waive, acquit and forever discharge Lisa Schader, DBA Money Fit LLC, their agents, successors, assigns, personal representatives, executors, heirs and employees from every claim, suit, action, demand or right to compensation for damages I may claim to have or that I may have arising out of actions, omissions, or commissions taken by myself or partner as a result of advice given by Money Fit LLC or otherwise resulting from the information provided in this course. I further declare and represent that no promise, inducement or agreement not herein expressed has been made to me to enter into this release. The release made pursuant to this paragraph shall bind my heirs, executors, personal representatives, successors, assigns and agents.

Refund available if requested within 30 days of purchase.

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