Carter CPA's Financial Insight Training Program is a Hit

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Carter CPA's recently launched Financial Insight Training (FIT) gives participants a repeatable process and valuable tools they can use to make financial decisions throughout their lives.

"Participants entered the program with fear and anxiety and left feeling powerful and confident," said Jodi Carter, CPA

The launch of Carter CPA's "Financial Insight Training" program was a resounding success. "Participants entered the program with fear and anxiety and left feeling powerful and confident," said Jodi Carter, CPA.

The three month live group coaching sessions included lessons on: value-based decision making; how to shift one’s relationship with finances to one of empowerment; how to align choices with values; and how to apply this new insight to current financial situations and develop a personal financial philosophy.

Melissa Pelkey shared about her experience in the course saying "If you're looking to get your finances in order, want a better understanding of how you spend your money, want to know how to spend it more wisely, or save better for your future, I HIGHLY recommend this Financial Insight Training course. I've never felt secure with my money but this course has put me on the right path to better understanding and control over my decisions so I can stop living in fear of making poor choices and start living out some of my dreams."

The program focuses on a repeatable process for financial decisions so that participants can use these valuable tools throughout their lives. In this group, some of the financial decisions addressed were how to decide whether to buy or rent a home, how to create a plan for eliminating debt, strategies for dealing with inconsistent income (i.e., actors, artists, commission-based salespeople, etc.), and overcoming fears about saving.

The course is led by Jodi Carter, a CPA with 25 years of experience working with individuals and couples. Carter developed the curriculum to teach participants what she has determined is the formula for successful financial choices. Patrick Healy said "Jodi Carter is an inspiring instructor with energy and intelligence abounding. She truly wants to help everyone achieve financial insight and her enthusiasm is infectious. TAKE THIS CLASS."

For more information, click: Financial Insight Training (FIT)

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

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