"Holistic Financial Services, Business Planning,
​Financial Consulting & Financial Education & Coaching"  

What's Your Financial Future Worth?

No time to navigate a new personal or business strategy? 
Even when you’re established and meeting your financial goals, you still need advice for the intricate planning that comes up.  Why waste time on so called "free" sales advice? Our professional advice is available without buying products or paying commission. 

Tired of the sales pitch and minimum investment requirements?
Maybe you need to pay down debt first, or start an emergency fund? Receive the best debt, tax, retirement and estate planning advice without the product sales pitch or conflict of interest.  We offer financial service advice based on your needs and not your assets invested. 

Frustrated, confused or embarrassed?
It’s tough to know where to get professional advice.  Its also seems impossible to know what  you're paying in fees.  Whether you’re late getting started, have high debts or are just starting out - achieving your goals is just one call away. "The rich get richer, because the rich get good advice."

Our "It's not really about the Money" financial consulting approach balances the pressures of living today with a plan for enjoying tomorrow.

Let's Book a Chat Now

How "traditional" Financial Planning Is Delivered... 

The “sales industry” is dominated by a handful of large banks, which own a large fraction of the investment dealers, brokers and investment fund providers. While some fund companies remain independent, distribution is managed largely by high cost “advisors.” These advisors are paid via commissions based on investment fund sales and not planning advice.

The best advice is typically doled out by large banks, investment dealers and fund providers. 
These free “advisors” are actually high cost “sales people” paid by commissions.

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Until NOW...

Book my Free Consultation Today

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Jodie L Stauffer, CFP®
Our Services

JODIE L STAUFFER, CFP®
OUR SERVICES

Business Planning & Financial Consulting 

With over 20 years of experience in banking, finance, sale and leadership, - Jodie uses her personal stories, experience, and financial services & planning knowledge to motivate and prepare women on the unique issues they face and what they can do to impact change both personally and in their business.   As a wife, mother of 3 and business women,  she knows first hand the pressures associated with growing a company while navigating business finances.  Her, "It's not really about the money" strategy helps people tap into what really matters in life and business.  

Holistic Financial Services & Planning

Holistic Financial Planning is the ongoing process of pursuing your lifestyle goals through the proper management of your assets and resources.  Everyone needs a unique and different approach in today's world of financial planning.  Whether you have  established a robust nest egg, or are just starting out - our unbiased advice can make it possible to achieving financial freedom on your own terms.  Times have changed and fee only professional financial planning is no longer exclusively for the wealthy.  What's your financial future really worth?

Financial Education & Money Coaching 

Financial education & money coaching is a starting point for your financial plan and future budget template.  We focus on educating, empowering and serving as an accountability partner for our clients.  With a focus on budgeting and cash flow our process involves gathering information, setting realistic goals and developing a plan that fits your current situation.  Our goal is to make financial advice available to everyone, even if you don't have an investment portfolio and are just starting out.  Let us show you how in as little as 90 days, we can change your financial future for good.

What is Your Financial Future Worth?

Don’t let old-fashioned thinking stop you from the life you deserve. Book your FREE initial financial consultation and document review today!

Yes! I’m ready for a new plan!