Fruitful Reviews 99

Fruitful has helped me get a handle on my finances. Naomi has been resourceful and an amazing advisor.

Fruitful has a great platform and knowledgeable advisors. I've never worked with a CFP before, but my Fruitful Guide helped me get my finances in order step by step. I like the structure of having several sessions upfront, to ensure the basics are covered, and then quarterly check-ins (with the option to schedule a one-off call anytime). It's sort of like therapy for your finances.

So far so good. I’m excited to use the service and get a better hold on finances and investments.

My advisor seems to genuinely care about me and my financial success. My program is guided specifically to what I need and towards obtaining my goals

Really happy with my decision to join Fruitful. I feel like I have someone I can trust to steer me in the right directions financially, and happy to be have the advantage of using their 5% yield Savings Account. All in all, so far, a win win. 🙂

I recently sign up for Fruitful and I’m amazed at what I’ve been able to do so far. I can see my money working and it’s so nice to know that I can now stay on budget with what I had going on which is a lot. I had different accounts that is set automatically and this help me to live my life on autopilot.

I had the pleasure of working with Jack Clemans, he is informative, responsive and easy to work with. Given a situation where I feel as if there is no way to financial freedom, he gave me a path that makes it more of a reality than ever.

Fruitful has been an amazing platform, and resource that we find essential in helping us shape our financial future. Thanks to Angela Moore’s expert guidance, our financial roadmap is clear and we feel confident moving forward. Her deep knowledge, meticulous attention to detail, and genuine care have made the planning process both seamless and empowering.

Angela’s work has changed my life! I don’t stress about money nearly as much with the Fruitful money system and I made $35 last month in interest on my account! It’s truly a win-win. Call Angela right now so she can help you thrive without judgment or ridicule. You won’t be sorry.

Thoughtful, diligent advisors;
easy to use interface.

Would appreciate more visibility into investment accounts through the app, and easier transfer of money between accounts (both fruitful and external) through the app

Our initial CFP started off solid but then out of the blue left for maternity leave. Obviously that wasnt a big deal, it just felt abrupt. We were getting to know her and form a relationship and then received an email stating she's out on maternity leave. It almost made us feel like she was just being fake to us, especially because my wife is also pregnant and we talked several times about children. OUr second CFP, Naomi, is fantastic. She listens well and is able to pivot directions without hesitation.

Website is super user-friendly and easy to navigate through. I like my advisor and appreciate our frequent meetings where I can ask my questions and better understand her thoughts and ideas. I like the 24 hour response time to all my messages and how can I forget the 5% on all my accounts :)

My Fruitful advisor is helping me achieve my goals with confidence!

Having a person help and look at your finances from a different perspective and find ways you didn’t even know existed in the mess that was your finances to save money and give it a purpose was amazing, it’s been a month now and things are finally starting to get back on track.

So, I’ve been using this financial planning platform called Fruitful, and I’ve got to say it’s been a really solid experience so far. Here’s the gist: Fruitful gives you access to a professional planner who sits down with you—virtually or otherwise—and helps you map out your budget. They call it a “money map,” and it basically lays out where your cash should flow—bills, fun stuff, savings, investments, you name it.

The really nice part is that Fruitful can set you up with a system so your money gets automatically divvied up into these different “piles.” That way, you know exactly how much is going where each month without stressing over it. It’s like having a roadmap that keeps you on track, which is super helpful if you’re like me and maybe haven’t done a full financial check-in for a while.

I can't say enough good things about Fruitful and my advisor, Sanchi. I'm 32 and not the most experienced with investing or even managing my own budget, so when I inherited a little bit of money, I knew I wanted to make some life changes but had no idea where to start. I found Fruitful through an Instagram ad and decided to check it out.

The UX is great, functionality is smooth once you get your money map set up, and the perks like the high yield savings are great. More importantly than anything, though, Sanchi has been a huge help.

One of my biggest issues with my previous institution (Edward Jones) was that I didn't really feel heard. My advisor there was older, and we just didn't really click. Sanchi made sure to understand the broad stuff, like goals and values and what I want in the future, but also my day to day stuff, how I budget, what friction points I have, etc. And then she helped me iron them out, and she's always quick to reach out to someone else to double check if she's not 100% sure about something, which I really appreciate.

Plus, she's super encouraging while still being practical, and she explains everything in a way that makes sense. Super communicative, always kind. I always dreaded meetings with my previous advisor, but I look forward to meetings with Sanchi.

It's just been an all around great experience so far. Modern conveniences like an excellent app and UX, app integration, etc. plus old-school, in person customer service.

I do have one suggestion: I'd love to see a balance display widget for iOS. I have one for a different bank account I have, and it's very convenient to be able to just glance at my phone if I'm out shopping or something to see my current available balance. =)

We've been working with Fruitful for a few months now and have been very happy with our experience so far. Our guide Sanchi is amazing - attentive and thorough, she was able to help us with our unique circumstances. The Fruitful money system is intuitive, clear and very convenient. We love the cash back and high interest earned by our accounts. Plus having investment help has been very valuable to us and makes investing our money well simpler and easier than before. We are very satisfied and would definitely recommend Fruitful to our friends and family.

I have been with Fruitful for a few years now, and when I started I had $0 savings and $0 emergency. I had racked up CC debt and ultimately needed some help reorganizing my finances and creating better habits. Fruitful has helped me do that and Im feeling much more secure with a healthy savings and emergency along with a money system that works for my needs. Not to mention, the service is affordable and is really changing the game in what's possible for those needing additional coaching and development. 10/10 recommend :)

Alli is so communicative and personable. Using her services and Fruitfuls platform for all my money has helped me feel so much more in control of my finances and future. I was so anxious to even look at my bank account and now I am excited to have our meetings and stay on track with my plan. This was the best decision I’ve made

I love working with Alli and fruitful. I've been going through some big life transitions and it's been life-saving to have someone on my side that is insightful and knowledgable to help guide me.