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Clarity is the path to your best choices.

Living Confidently Suits You.

Frequently Asked Questions


What’s in the FIT Journey?

There are three pathways to your very own journey:

Path 1: FIT Universe
This 12-month membership includes a complete curriculum that addresses everything from your money mindset to clear explanations about financial tools that will transform how you see, manage, and use money to shape the future you want.

  • The complete Financial Insight Training curriculum: – FIT Fundamentals – the starting point for the transformation of your money mindset
    – Insight – teaches the skills needed to make confident financial choices
    – IfcomeTM – focuses on a new model for financial success for people with fluctuating income
    – Benchmark – translates the language of investing and guides you toward defining what wealth means to you, planning the action steps to achieve it.
  • An intuitive, self-paced, coach-centered learning experience, all on one online platform
  • Private coaching and group workshops
  • Community forums for empowering conversations about the FIT Journey

Path 2: FIT Fundamentals
FIT Fundamentals is a great way to get to know us before going to the next level. Take a free, no-risk peek at our first module, “You and Money.” Begin your FIT Journey with the foundational ideas of Financial Insight, and start thinking about money in a new and transformational way.

  • Introductory experience
  • FREE access to FIT Fundamentals Module 1
    – Experience our curriculum with Module 1 “You and Money”
    – Begin your FIT Journey with the foundational ideas of Financial Insight, and start thinking about money in a new and transformational way.
  • An intuitive, self-paced learning experience, all on one online platform
  • Guidance on continuing your FIT journey

Path 3: FIT Coaching
If your focus is on meeting a goal or achieving a milestone, The FIT Universe approach may not feel, well, like the right “FIT”! Our coaching program centers you, your agenda, and your needs – without compromising the learning process. You will accomplish your desired results and transform your money mindset.


How long is the FIT Journey?

Path 1: FIT Universe
FIT Universe is a 12-month membership with unlimited access. The experience we’ve designed is modular, flexible, and immersive. You will have 12 months to explore pre-recorded courses, attend topic-driven events, network with like-minded individuals, access curated content, and take advantage of private coaching.

Path 2: FIT Fundamentals
FIT Fundamentals is a 2-hour course. This experience is designed to help you understand what Financial Insight Training has to offer. The free module includes the first 30 minutes of the 2-hour FIT Fundamentals course.

Path 3: FIT Coaching
FIT Coaching is a 4-month cycle and includes 5 hours of scheduled sessions with FIT Founder Jodi Carter. The sessions range in length from 30-60 minutes.


How are the programs delivered?

FIT Universe and FIT Fundamentals are accessed on an online platform called Mighty Networks. Everything you need is all in one place! You will have access through our mobile app and on the web.

FIT Coaching meetings take place on Zoom.


When does the FIT Journey start?

Registration is on a rolling basis, so your FIT Journey begins when you register!


What does the FIT Journey cost?

Path 1: FIT Universe - Your 12-month membership is $95/month (Total $1,140)
Path 2: FIT Fundamentals - $400 (Access to Module 1 is free)
Path 3: FIT Coaching - $3,000


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

Ideally, yes! You each need to understand your relationship with 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 in your relationship. Sharing financial confidence and not relying on a partner to handle financial matters empowers couples to live truly fulfilled lives.


I don’t have a 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. Jodi is so passionate about working with people in this circumstance that she created a whole course about it! Having ifcomeTM (fluctuating income) is not a barrier to financial success. In our ifcomeTM program, you will gain access to new language that fully expresses the challenges of the ifcomeTM earner. You will learn to balance both stability and flexibility within the career you want to pursue. And together, as the ifcomeTM community, we will change the conversation once and for all.


How do I know if this is the right time to do FIT?

You may think you need to have already accomplished certain things like paying off debt, or reaching a certain level of savings, or being at a new level in your career before taking on your finances. Take those barriers away because the truth is … you’re already taking on your finances every single day. You being here and asking this question means it’s the right time. FIT will support you with the challenges you’re facing, and will guide you toward your definition of financial success. This program will meet you wherever you are in your financial journey.