It's all about the journey...

Over the last 20 years, few things have changed when it comes to financial planning advice.  In a typical commission or asset based fee environment, clients struggle to receive competent professional financial planning advice if they lack assets or don't meet minimum investment thresholds.   Sales and investing has typically come at the cost of paying down debt or growing your net worth.  Until now!  Whether you are looking for some help with your budget, investments, retirement, or estate planning, it makes sense to talk to an experienced fee only financial planner. 

Over the last 20 years, few things have changed when it comes to financial planning advice.   Sales and investing has typically come at the cost of paying down debt or growing your net worth.  Until now!  Whether you are looking for some help with your budget, investments, retirement, or estate planning, it makes sense to talk to an experienced fee only financial planner. 

"At JL Stauffer Financial Consulting, it's our belief that professional financial advice should not be based on the size of your portfolio
​or your level of knowledge." ​​​

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 know 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.  But what I love most was working with 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 Managers, Mortgage Specialist, Insurance Sales, Bank Manager, Investment Specialist and Financial Planner.  

​ When it comes to understanding and planning for clients, my career experience offers a unique advantage.  Not only have I worked with all levels of wealth over the years, I also have a unique insider's advantage when it comes to offering clarity to finance, banking, insurance and wealth products.  As an unbiased advice only financial planner, the only product I sell is my time, experience and a fiduciary 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 stable,  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 back then.  For more info on my personal journey and why - please reach out so we can chat!  

Credentials

As an experienced and talented professional with a 22+ year history working in financial management, financial sales & services and leadership. My typical clients are high income families and professionals seeking unbiased (advice only- no product sales pitch) active financial planning to help them improve and develop a strong net worth strategy which may include debt reduction, cash-flow management, risk management, tax reduction, retirement goal planning, investment analysis and estate planning.

My engaging and entertaining speaking and facilitating style allows me to use personal stories, experience, and humor to motivate and educate audiences on emotional financial topics. 

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

Jodie is an active member of FP Canada, a not–for–profit organization which develops, promotes and enforces professional standards in financial planning through the CERTIFIED FINANCIAL PLANNER® certification, and raises Canadians’ awareness of the importance of financial planning and the adherence to fiduciary standards.

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