Welcome to JL Stauffer Financial Consulting
Over the last 20 years, few things have changed when it comes to financial planning advice. Product sales and high-fee investing have typically come at the cost of developing a strong plan to grow your net worth.
At JL Stauffer we think different about your money, investments & finances. It's your money, it's your life, so let us make it your plan!
At JL Stauffer we think different about your money, investments & finances. It's your money, it's your life, so let us make it your plan!
"Financial coaching and planning is our passion. Finding ways to relieve your financial stress, motivate change and achieve your dreams is our mission"
It's not really about the money
Financial Wellness
Are you tired of the traditional sales pitch, the pressure to buy, and commission sales tactics?
Do you need to pay down debt, or start an education fund? Maybe you need a strategy for taxes, retirement or estate planning before you buy more products/investments or decide on the next steps. Are you stressed, frustrated or embarrassed that the usual money advice is not working? You have tried everything they say! Yet you're still confused about how everyone else has it all figured out. Maybe you think differently, plan differently and need an experienced open-minded consultant. |
We are here.
Our Advantage
When it comes to understanding and planning for clients and business partners, our career experience offers a unique advantage. Not only have we worked with all levels of wealth over the years, but we also have a unique insider's advantage when it comes to offering clarity to finance, banking, insurance and wealth products.
Step 1
Lay it all out with Honest Conversations
Step 2
Implement Immediate Steps
Step 3
Create a Financial Strategy
OUR SERVICES
Small Business Consulting |
Financial Planning |
|
Our Clients Need Something Different
Do you earn a decent income but still
wonder why you're not doing better financially or question how everyone else has it all figured out? Are you an entrepreneur struggling with managing increasingly complex cash flow or balancing business and personal obligations? You are established financially and navigating one of life's many complex transitions job loss or career changes bereavement, or separation/divorce. |
|
|
About
At JL Stauffer Financial Consulting, it's our belief that professional financial advice should not be based on your level of knowledge.
"Financial Consulting and Planning is my passion - finding ways to relieve financial stress, motivate change, and help you achieve your goals is my mission." |
Website Navigation |
Address |
© 2020 by J. Stauffer - Financial Coach,
Financial Planner and Speaker/Trainer
Financial Planner and Speaker/Trainer