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Financial Insight with Jodi Carter CPA

Financial Insight with Jodi Carter CPA
Jan 30, 2024 · 36m 34s

"For decades as a CPA, I watched hundreds of individuals, couples, and families from all different financial levels and circumstances make thousands of choices. Good choices, bad choices. I worked...

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"For decades as a CPA, I watched hundreds of individuals, couples, and families from all different financial levels and circumstances make thousands of choices. Good choices, bad choices. I worked to course correct with people who made mistakes and I was in awe of those who always seemed to get it all right. This unique view, coupled with my passion to help people shift their financial lives from stress to freedom, sparked my desire to figure out how to teach people how to live their best lives. I began by being bold and asserting myself with clients. Then others were referred for coaching. As people shared the impact my approach had, I realized that extending my reach could make a real difference in an area that is vital to happiness. This motivated me to create FIT. After years of teaching groups live in-person, I’m excited to offer this online version of FIT to make this knowledge and experience accessible for everyone who wants to embrace living confidently with choices tailored to fit their financial life."- Jodi Carter CPA financialtraining.com
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