Ease and freedom in ways
you’ve never imagined.

Living Confidently Suits You.

We Believe in the Transformational Power
of Financial Confidence.

At Financial Insight Training, we’re driven by a desire to shift the widespread mindset that money is a scary or even taboo topic. Instead of accepting that you’re “good” or “bad” at your finances, we want financial conversations to be accessible and routine. The FIT program achieves this by cultivating the skills you need to inform both daily decisions and life-changing choices – and encourages you to enhance them by participating in the FIT community. Just as you would go to a trainer to get in shape or see a coach for career advice, we want to be there to support you throughout your long term relationship with your finances.

The key idea is Financial Insight—knowing where you stand money-wise, and developing clarity about what you truly value. Empowered by this knowledge, you’ll have the confidence to make choices tailored to your circumstances with your truest desires in mind.

By keeping the approach personal within a group setting, FIT provides the necessary tools for individuals to realize their path to unique, value-aligned financial choices while building a community of people who have empowering conversations about money and all things connected to it. Our goal is helping those we serve enjoy full, empowered lives, lived with ease and confidence.

What You Can Expect to Gain for Your Financial Relationship by Exploring FIT

01

The First Steps Toward Financial Confidence
In our free Money Skills Workshop, we will share the three things that no one taught you about finances. We’ll introduce you to our concepts and set you on the path to a financial journey of ease and confidence.

02

Accomplish Money Mastery
You will transform your relationship to your finances in our premiere Financial Insight Training program. Through coach led exercises that help shift your perception, you will learn what’s needed to make confident, value-aligned financial choices and establish a personal financial philosophy to carry you throughout your life.

03

Belong to a Community That Strengthens Your Financial Insights
We are a product of the conversations that we participate in. By continuing the dialogue about money mastery, either as part of the FIT Community, or by bringing FIT to your existing communities, you will strengthen your skills, making them the new paradigm of your confident financial life.

“Every Choice is a Financial Choice”

FIT Principle #3

About Jodi Carter

Founder, Coach, Chief Financial Hugger

For decades as a CPA, I watched hundreds of individuals, couples, and families from all different financial levels and circumstances make thousands of choices. Good choices, bad choices. I worked to course correct with people who made mistakes and I was in awe of those who always seemed to get it all right. This unique view, coupled with my passion to help people shift their financial lives from stress to freedom, sparked my desire to figure out how to teach people how to live their best lives. I began by being bold and asserting myself with clients. Then others were referred for coaching.

As people shared the impact my approach had, I realized that extending my reach could make a real difference in an area that is vital to happiness. This motivated me to create FIT. After years of teaching groups live in-person, I’m excited to offer this online version of FIT to make this knowledge and experience accessible for everyone who wants to embrace living confidently with choices tailored to fit their financial life.

About Michelle Kuchuk

Director, Coach, Sage-in-Chief

My journey with Financial Insight Training began as a member. I enrolled in 2018, right after my husband and I got engaged. I was definitely Jodi’s nerdiest student right away—I even went through the learning modules twice! The first time, I was focused on my own personal development and how this curriculum would benefit my relationship. The second time around, I noticed that my natural curiosity—about why and how people (including myself) spend precious time and energy—was really engaged by these financial concepts and the dynamics that swirl around them.

I hold a BA in Psychology and a Master of Science in Neuroscience & Education. My area of expertise is in mental health and crisis work with a focus in technology-based training. This background is a perfect complement to Jodi’s experience as a CPA, and I began consulting for FIT in 2019. I joined Team FIT as its Director in 2020.

As an experienced collaborator, team-builder, and manager, I’m thrilled to be a resource for FIT members and Alumni. I’m passionate about talking to others about the challenging stuff: fear, shame, joy, and our greatest wants and needs. And last but not least, in addition to my comprehensive background in mental health and education, I’m an artist! Guiding the ifcome^TM community to financial success is such a joy for me!

Ease and freedom in ways you’ve never imagined.