Become your own money master.

Living Confidently Suits You.

Financial Insight Training Program

Our premiere online program transforms your relationship to your finances. You will experience a shift in your perception, learn what’s needed to make confident financial choices, and establish a personal financial philosophy to carry you through life.

Key Benefits:
• Core curriculum that includes:

– Insight into what currently drives your financial choices
– Establishing your unique values—what matters most to you as an individual
– A powerful shift to new methods for financial choices
– An easy and meaningful approach to financial data
– Detailed decision processes for both daily and life-changing choices
– Guided creation of your personal financial philosophy
– Access to the 14 FIT Principles

• Implementation support for new methods, habits and systems presented in curriculum
• Coaching on aligning your values to your choices to achieve financial confidence
• Ongoing reviews + planning to make Financial Insight Living your foundation for all choices

Cost:
$1200

Includes:
• Online Curriculum with 4 learning modules
• Four (4) 45-minute Coaching Sessions

Schedule:
• Complete the Online Curriculum within 90 days
• Coaching Sessions scheduled after each module
• Ongoing coaching for 12 months with discounted rates

REGISTRATION COMING SOON

Key Benefits:
• Core curriculum that includes:

– Insight into what currently drives your financial choices
– Establishing your unique values—what matters most to you as an individual
– A powerful shift to new methods for financial choices
– An easy and meaningful approach to financial data
– Detailed decision processes for both daily and life-changing choices
– Guided creation of your personal financial philosophy
– Access to the 14 FIT Principles

• Implementation support for new methods, habits and systems presented in curriculum
• Coaching on aligning your values to your choices to achieve financial confidence
• Ongoing reviews + planning to make Financial Insight Living your foundation for all choices

Cost:
$1800

Includes:
• Online Curriculum with 4 learning modules
• Four (4) 60-minute Coaching Sessions

Schedule:
• Complete the Online Curriculum within 90 days
• Coaching Sessions scheduled after each module
• Ongoing coaching for 12 months with discounted rates

REGISTRATION COMING SOON

“Living Mindfully is the Path to Living Confidently”

FIT Principle #7

Speaking Engagements

We welcome the chance to bring our enthusiasm about financial development to your group or company via specialized workshop opportunities.

Cost:
Based on customized designed program

“Take Control and Create Your Financial Philosophy”

FIT Principle #2

Private Coaching

Private coaching is for Individuals, Couples or Families. It is most effective after you have built a foundation with the right concepts and tools so we recommend enrolling in the Financial Insight Training program before requesting this service. We also understand that there are some circumstances that make private coaching optimal. If you think this is the best option for you, let’s discuss!

Student Workshops

Depending on the age of the students, programs range from basic finance for younger groups to the Decade$ program designed for high-school and college age students in which they make choices moving through a forty year period to see the outcomes and learn valuable skills.