Carter CPA Launches Financial Insight Training Program

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Carter CPA LLC is pleased to announce the launch of Financial Insight Training ("FIT"). This unique financial coaching program will teach participants how to create their own Financial Philosophy and make value based financial decisions throughout their lives.

The launch of Financial Insight Training, a group program, will give more people access to this invaluable financial training and will empower people to create the Financial Life they desire," said Jodi Carter, CPA, AEP®.

Carter CPA LLC- a boutique Accounting firm with offices in New York City and New Jersey- is pleased to announce the launch of Financial Insight Training ("FIT"). This unique financial coaching program will teach participants how to create their own Financial Philosophy and make value based financial decisions throughout their lives.

"For 25 years we have been providing private coaching to our clients. Often, the need arose to solve a problem and we found that clients really wanted more than troubleshooting. We developed a proactive and sustainable approach to financial decision making. The launch of Financial Insight Training, a group program, will give more people access to this invaluable financial training and will empower people to create the Financial Life they desire," said Jodi Carter, CPA, AEP®.

The three month program includes:

  • A 30 Minute assessment call;
  • Four 3-hour live group sessions

             Session 1 – Exploring your Starting Point
             Session 2 – Creating Guiding Principles
             Session 3 – Aligning Choices with Values
             Session 4 – Defining the Decision Making Process as your Financial Philosophy
-Group conference calls between sessions

*Additional private coaching sessions are available upon request.    

Want to Learn More About Financial Insight Training?
Carter CPA will be hosting a Free one-hour Information Session on Thursday, January 14, 2016 at 5:30pm and Saturday, January 30, 2016 at 3:00pm at 1120 Avenue of the Americas, 4th Floor, New York, NY 10036. During this information session we will introduce attendees to the concept of Financial Insight and outline the FIT program. To register for the Information Session or obtain more information about Financial Insight Training, please visit: Get FIT, Register Now

About Carter CPA
Carter CPA, LLC is a tax and accounting firm focused on individuals and small businesses, providing personalized service and strategic planning. The firm’s services include tax preparation, business accounting, payroll services, financial planning, estate planning and administration, and financial coaching. For more information on Carter CPA, visit http://www.cartercpallc.com/

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Jodi Carter
@CarterCPAllc
since: 11/2011
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