Financial Insight Training Program

Living Confidently Suits You.

  FIT Essentials FIT Mastery
Online Curriculum
  • 4 learning modules
  • 3 month access
  • Work at your own pace
Yes Yes
Feedback on Course Work
  • Online submission
  • Email support
Yes Yes
Private Facebook
FIT Community Membership
Yes Yes
Private Coaching Essentials Coaching:
  • 1 hour private coaching session with a member of the FIT team
  • Available for three (3) months after start date
Mastery Coaching:
  • Essentials Coaching plus
  • Three (3) one hour private coaching sessions with FIT Founder Jodi Carter
  • Available for six (6) months after start date
Tax Consultation n/a
  • 30 minute session focused on taxes
  • Learn best practices for working with a CPA
Investment Consultation n/a
  • 30 minute session focused on investing
  • Learn best practices for working with a Financial Advisor
Enrollment for Partner/Spouse Individual enrollment only
  • 50% off the regular cost of enrollment for partner/spouse
  • Same start date required
Alumni Coaching Discount n/a $100 off per session
Alumni Perks
(priority on future offerings & discounts)
Yes Yes
Cost $400 3 monthly payments of $400 (Individual)
3 monthly payments of $600 (Couples)
SELECT FIT ESSENTIALS SELECT FIT MASTERY (INDIVIDUAL) SELECT FIT MASTERY (COUPLES)