Clarity is the path to your best choices.

Living Confidently Suits You.

Frequently Asked Questions


How is the program delivered?

FIT begins with the core curriculum delivered via an online series of pre-recorded lessons that you access with your FIT member login. The lessons are released on a schedule and are clustered into four modules that you can easily complete over a three-month period. You have the freedom to complete the lessons whenever it works for your schedule.

Your four coaching sessions are scheduled online and you can choose to meet in person, via the web or on the phone. These sessions are available for use during the three months of your program.


Should I enroll in Financial Insight Training or apply for private coaching?

We encourage you to enroll in Financial Insight Training because the core curriculum is the key to shifting your perception. We love private coaching because we want to get to know you and be your partner in making financial choices; however, we recognize how much more effective that time is after you have built a foundation with the right concepts and tools. For those enrolled in the program, private coaching is included when it will be most impactful for you.


I’m in a relationship, should we both enroll in the program?

Ideally, yes! You each need to understand your relationship to money in order to come together and make choices that make you both happy. Working through the program as individuals is the most powerful approach. With that foundation in place, the program will provide you with communication skills that will keep money from being a roadblock to happiness in your relationship. Sharing financial confidence and not relying on a partner to handle financial matters empowers couples to live truly fulfilled lives.


How much time will I need to commit to be successful in the program?

The core curriculum, comprised of online lessons watched on your personal schedule, will require less than eight hours over a three-month period. Your four coaching sessions bring the total to less than twelve hours over a three-month period. Once you are practicing Financial Insight in your life, it will typically take only five minutes per day.


I don’t have steady income, will this program work for me given the uncertainty?

The challenges related to inconsistent income sources are both real and more common than you think. In FIT, we specifically address this issue and how to manage it. We even have a special name for this topic!