Welcome to Jl stauffer Financial Consulting

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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 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!
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"Financial coaching and planning is my passion.  But finding ways to relieve your financial stress, motivate change and achieve your dreams is my mission"

 "It's Not Really about the money"
​Financial Wellness

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Are you tired of the traditional sales pitch, the pressure to buy & 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 ...

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Our Services

OUR SERVICES

 COACHING 
Tax Planning
Financial Consulting

 Coaching
TAX PLANNING
Financial Consulting

Your business needs someone helping guide the way when it comes to banking, finance, and business risk.  Mixing business and personal is risky, and we will help shine the light on areas that are your blind spot or weakness.   

FINANCIAL CONSULTING 
 Paraplanning For Advisors

Financial Consulting 
Paraplanning for Advisors 

 Is stress and confusion about your financial future keeping you up at night? If the traditional approach is not getting you the advice and confidence you want - maybe a unique approach to financial planning is the answer you need.  Our advice only, fee-only financial plans will set your mind at ease that you are getting the right advice for your future.

It's Your MONEY COACH
ADHD MONEY COACH
DIVORCE MONEY COACH

It's your Money Coach
AdHD Money Coach
Divorce Money Coach

Money coaching is a starting point for your budget and financial plan.   Real people need real advice.  In as little as 90 days,  you are back on the road to financial success.  If you "think different", maybe it's time to plan differently. 

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


creating opportunities for you today and in the future as well

Our Clients NEED SOMETHING DIFFERENT
Do you earn a decent income but still:
wondering why you're not doing better financially or how everyone else has it all figured out?

Are you an entrepreneur struggling with:
managing 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.

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​​​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.

Maybe it's just time to get unbiases advice that does not focus only on your dollars invested!

So what's still holding you back?

​Book your Complimentary Call Today!