Become your own money master
Living Confidently Suits You.
Are you ready
for a financial hug?!
Imagine having all of your money questions answered, once and for all. Imagine going through life with the knowledge that you’re making the best choices for you. With a complete curriculum that addresses everything from your money mindset to clear explanations about financial tools, plus live workshops, access to private coaching, and a community to have the empowering conversations that will lead you to everything you want in your life, you are in the right place!
You have also arrived at the perfect time. You’re not late to the game because you can’t be late to a conversation that starts with you. Your current circumstances are the starting point, and we are going to meet you right where you are. It’s time for a big financial hug!
Learn more about the programs
in the FIT Universe
Money tells a story about life. Be a great author.
Insight is an experience of discovery. You will learn about your unique relationship with money and be empowered to uncover your whole financial truth. You will gain the skills needed to make confident financial choices and establish a personal financial philosophy to carry you through life.
What can you expect to
The Insight program will transform your relationship with your finances. This is real talk along with real action steps. We are going to talk about your feelings and shift your perception so that you can be confident about managing the money that flows through your life. And, we are going to implement plans (not just make them!) to establish the best path for your best life.
Yes to financial success with fluctuating and uncertain income.
IfcomeTM is an experience of a paradigm shift. It is time to let go of the starving and noble artist narrative. Artists, creatives, and freelancers are given a new model for financial success that understands the challenges of uncertain income and addresses those challenges in an empowering way.
What can you
The IfcomeTM program will transform your narrative about your finances. 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!
Your idea of wealth is the only one that matters.
Benchmark is an experience of creation. The world of investing is unnecessarily shrouded in mystery, seems complicated, and feels inaccessible. This is your invitation to clear away the fog and shine bright lights on what you need and want to know. Whether you are ready to invest, are seeking guidance, or are simply curious about how it all works, you will be welcomed into the conversation.
What can you
The Benchmark program will transform your understanding of wealth. You will be guided to set personal benchmarks for the future you dream of and learn how to focus on the steps to get you there. The lessons translate “financial speak” into something we can all understand. You will learn how to discuss your financial picture with a professional so that you can truly understand and feel confident about the guidance they provide.
Things to know before you get started
Answers to your questions about the FIT Journey
What’s in the FIT 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.
- Immersive experience
- The complete Financial Insight Training curriculum
– FIT Fundamentals – the starting point for the transformation of your money mindset
– Insight – where you will gain the skills needed to make confident financial choices
– IfcomeTM – a new model for financial success for people with fluctuating income
– Benchmark – where the language of investing is translated to guide you in defining and pursuing your personal vision of wealth
- An intuitive, self-paced, coach-centered learning experience, all on one online platform
- Live workshops and events
- Private coaching sessions
- Community forums for empowering conversations about the FIT Journey
Path 2: FIT Fundamentals
An opportunity to get to know us. Tailor-made for those who like to test drive first. Experience the starting point of the FIT Journey.
- 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
How is the program delivered?
Once you register, you can access your FIT journey through our mobile app and on the web.
How long is the FIT Journey?
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. You will learn about your relationship with money and what is possible if you continue on the FIT Journey.
What is the time commitment?
FIT Alumni have said that the programs don’t actually add time to their day, because instead of using their time to be uncertain and worried about money, they used that time to learn new strategies and feel empowered about money.
When does the FIT Journey start?
What does the FIT Journey cost?
Path 1: FIT Universe
- Your 12-month membership is $95/month (Total $1,140)
Path 2: FIT Fundamentals
- Free access to FIT Fundamentals Module 1 (no payment required)
- Opportunities to upgrade after completing your free module include:
– Access to FIT Fundamentals Modules 2-4 – $400
– Access to the FIT Universe 12-month membership – $95/month (Total $1,140)
Choose your path to a FIT Journey that suits you. Get started today.
Start feeling that confidence that suits you oh so well.
FIT Universe | 12 Month Membership
• Immersive experience
• $95/month, 12-month membership
FIT Fundamentals | Try us out!
• Introductory experience
• Free access to FIT Fundamentals Module 1
Total: Free (we really mean free!)
There’s support, and then there’s support
Teaching and coaching about financial insight is my passion and I’m going to be here for you every step of the way. After watching the pre-recorded lessons at your own pace and according to your schedule, you’ll have action steps and may be seeking answers to questions that apply to your circumstances. You might decide that you’d like targeted coaching. That’s one of the many opportunities we will have to connect, and I can’t wait to get to know you!
As a Financial Insight Training alumni, I know the seat you’re sitting in well! Everyone struggles with things like doubts, resistance, and creating new habits — everything that makes us human. With a psychology and mental health background, I’m passionate about talking to you about the challenging stuff like fear, shame, joy (yes – even joy can be challenging!), and our greatest wants and needs. I’m so excited to work with you. Welcome to Financial Insight Training.
Organizations thrive when they provide resources to help their people live their best lives. There is no better place to start than helping people navigate the world of money. With special group memberships and customized workshops, Financial Insight can become part of your organizational plan.
Communities are established by like-minded people with concerns for serving the needs of those that identify with a cause or challenge. Your community will benefit from financial education that is intended to be tailored for each individual. We are committed to customizing our programs to meet the needs that you want to address.
“Working with Jodi is like…the greatest experience ever. Jodi doesn’t tell you what to do. Instead she helps guide a conversation that makes you realize your goals and teaches you how to prioritize for them. FIT is extremely empowering because I feel like I have control over that part of my life that I never felt like I had before.”