No two people with the same amount of money make the same choices.

What is your relationship with money?

Success is often conflated with how much money you have, how much money you earn, and how much money you spend. Instead, what if you shifted your mindset to your values and established your personal definition of success?

Every decision you make—from your partner, to your house, and even your morning coffee —is a financial decision. Financial Insight focuses on learning how to make the best decisions for you, wherever you are, from today moving forward, without judgment. Jodi Carter, a Certified Public Accountant, has spent over three decades working with individuals and small business owners on their quests to financial freedom. Jodi guides you to access freedom now, not at some distant time in the future. By focusing on your goals and incorporating, not denying, them, you journey through life’s financial milestones with confidence.

In Financial Insight, you will:

Explore past financial challenges and sabotaging habits
Identify your own unique financial goals that inspire joy
Discover new perspectives on freedom, growth, harmony, and independence
Pursue healthy habits that allow you to spend and save
Determine what wealth means to you and learn to write your life story accordingly
Walk with Jodi as she reveals the universal truths to achieve an obtainable reality where stress and struggle transform into ease, stability, confidence, and the freedom to live life to the fullest.