Real Words from Real People

Reviews & Testimonials

From workshops to coaching — here's what the professionals we've worked with have to say.

5
15 Google reviews
28+Reviews & Testimonials
9.5/10Average NPS Score
GoogleWorkshop SurveyFeatured
Verified sources

Google Reviews

15
Google

Working with Valeria has been such a positive experience. She has helped me better understand my finances without ever making me feel overwhelmed or judged. She explains things in a simple way, answers all my questions, and has given me practical tools that I can actually use in my everyday life. Thanks to her support, I feel much more confident about managing my money and planning for the future. I highly recommend her to anyone looking for guidance with their finances!

Jeanette Balayla

Google

I had the owners of Making Sense LLC come speak to my residents at the low-income apartments for seniors/disabled persons where I am a Social Worker. I couldn't be more pleased with their service all around. They answered my email promptly; stayed in touch on schedule until the event; were quite personable and gave a very professional presentation and welcomed questions; and followed up with a promised link the very next day. Most amazingly, we had their undivided attention and neither one of them looked at their cell phone for an hour and a half! I would feel very comfortable using them for my personal financial resources and recommend them whole heartedly. Lori A.

Kingkim

Google

Medora and Val presented The Secret to Getting Rich at LIFT Youth Center to middle and high schoolers. They made the complicated topic of compound interest fun and engaging. Financial literacy is a tough topic to get students excited about, but Medora and Val did a great job, and I would highly recommend.

Morgan Wright

Post-Workshop Feedback

8 responses
Workshop Survey

This workshop was incredibly helpful. I loved the engagement component with the QR code and emoji selection to questions. I usually dislike ice breakers, but the Disney character one provided a great, informal way to connect with the group. I liked the tactical walk through of the budget exercise since it put it into perspective for me in how I can then use the tool.

Committed to:

Keeping up with a monthly budget tracker

Workshop Attendee

NPS10/10
Workshop Survey

Instructors were very encouraging g.

Committed to:

Get ahead. Be more disciplined. Believe I can do it!

Workshop Attendee

NPS10/10
Workshop Survey

The course was awesome! I've done financial literacy classes before and I still learned a lot!

Committed to:

Not impulse spending as much on convenience.

Roper Corporation

NPS10/10

Featured Testimonials

In a room full of ambitious, curious, and driven women, they didn't just talk numbers — they gave us tools and language to understand our spending goals.

Workshop Participant

Making Sense of My Budget Workshop

Great job engaging participants and sharing your passion for helping individuals and families.

Workshop Participant

Making Sense of My Budget Workshop

I like the idea of setting up money dates with my husband to discuss goals.

Workshop Participant

Making Sense of My Budget Workshop

My husband and I took their class 'make sense of your investments' through the Chattery and were very pleased… Highly recommend working with these two or attending a future class. Well worth your time.

Chattery Attendee

Making Sense of My Investments — The Chattery

Financial presentations can be dry and hard to follow, not with Medora and Val! They made the content easy to understand and the class engaging!

LAUNCH Workshop Attendee

LAUNCH Workshop

Organizations We've Worked With

Trusted by companies, nonprofits, and community organizations across the United States.

John Calvin Apartments
LIFT Youth Center
Communities In Schools
Women Who Rule
The Library @ Catoosa
The Chattery
Catoosa County Chamber
Dixon Homes Realty
LAUNCH
Roper Corporation
Travel Through Trauma
John Calvin Apartments
LIFT Youth Center
Communities In Schools
Women Who Rule
The Library @ Catoosa
The Chattery
Catoosa County Chamber
Dixon Homes Realty
LAUNCH
Roper Corporation
Travel Through Trauma