Empowering your whole financial truth.

Living Confidently Suits You.

The Path to Financial Confidence Starts Here

Financial Insight Training Program

Our premiere online program transforms your relationship to your finances. You will experience a shift in your perception, learn what’s needed to make confident financial choices, and establish a personal financial philosophy to carry you through life.

Coaching and Workshops

We welcome the chance to bring our enthusiasm about financial development to your group, company, or school via specialized workshop opportunities. We’re also available for private coaching for individuals, couples, and families.

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Gain Insight, Cultivate Confidence,
and Live Your Tailored FIT Life.

While some financial guides offer one-size-fits-all advice, Financial Insight Training specializes in recognizing your unique relationship with money and empowering you to uncover your whole financial truth. FIT is the trusted partner who listens without judgment and teaches without reservation, so that you can craft your ideal life, supported at every turn.

We use our expertise to serve committed individuals who are open and dedicated to transforming their money mindset. Whether you are looking to grow from lack to luster or from uncertainty to confidence, we will meet you where you are. With our immersive, personalized program, you’ll succeed in learning how to create a full life that you’re in control of and fulfilled by.

Rachel & Jason

"Taking the FIT course was revolutionary for our conversations about finances and really just about everything else. We’re both much more aware of what our finances look like on a day-to-day basis. Jodi takes a holistic approach to finance—instead of playing a numbers game, she takes a step back and asks you where you want to be and helps you get there. We’re tracking our finances really actively in a way that doesn’t feel like a huge burden. Thanks to Jodi, we approach everything with a new perspective and way to listen to each other, and with a vocabulary to talk about what we want and how to achieve it."

Leadership That Combines the Power of Empathy, Experience and Ease

Though it touches every area of our lives, dealing with money can be confusing, intimidating, and sometimes shameful. As a result, the conventional language around it is often clumsy, complex, and inaccessible. Using proven tools and a coach-centered approach, FIT ensures that you feel supported and are confident to truly master your life with financial dexterity—inspiring greater awareness and choice aligned with your truest desires.

Jodi Carter

Jodi’s passion for Behavioral Finance—a field that examines the relationships between money and psychology—has propelled FIT to reach beyond a conventional approach to provide members with a framework for making strong financial choices, both day-to-day and during the many significant transitions that occur in their lives.