It's all about the journey...

As an experienced and talented professional with a 22+ year history working in financial management, financial sales and leadership, my typical clients are women like me, their families and business professionals seeking unbiased advice-only financial planning & consulting. We help you improve and develop a strong net worth strategy including debt reduction,
​cash-flow management, risk assessment, tax planning, retirement planning and investment estate planning.

About
​Jodie L. Stauffer, CFP

  My Professional Why?
 When I was 23 years old I was recruited to work for one of today's large well known Wealth Management firms. At the time, I was newly married, had a young daughter to support and knew very little about financial planning, mutual funds, stocks, bonds, insurance and risk management. I quickly discovered I loved working with money and finance. What I love most is educating clients, getting to know them, their families, and their needs. I could bring clarity to their financial picture. Over the last 22+ years, I've held a number of management level financial positions which include Financial Advisor, Regional Sales & Training Manager, Mortgage Specialist, Insurance Sales, Branch Manager, Investment Specialist and Financial Planner.  

​ When it comes to understanding and planning for clients and business partners, my career experience offers a unique advantage. As an unbiased advice only financial consultant, the only product I sell is my time, experience and a great relationship.  

My Personal Why?
With just one missed step (literally), my life was changed in an instant and everything I thought I had, wanted or was important to me changed. Even though that was 17 years ago, and I am happily remarried, have my dream career and am financially strong,  there are still days I feel like I am recovering from the emotional impacts of not being prepared financially and not living my authentic life. My passion and ADHD superpower to think differently and drive change always comes through. For more info on my personal journey and why - ​please reach out so we can chat!  

At JL Stauffer Financial Consulting and Parallax Planning & Wealth, we believe that getting professional financial advice is no longer based on the size of your bank account or your level of knowledge. 

Credentials

I currently hold a Certified Financial Planner® Designation from FP Canada and adhere to FP Canada Standards Council’s Standards of Professional Responsibility, including a Code of Ethics, which mandates that CFP professionals always place their clients’ interests first.  

For more detailed information on experience and credentials, please contact jodie@jlstaufferfinancial.ca