Everyone Deserves Financial Freedom
What would be possible if you were free of money stress?
What would be possible if you never had to worry about your family's financial future?
What would be possible if you never had to worry about your family's financial future?
We know how fast life changes. Having experienced this first hand when her marriage ended in
divorce, Jodie works with her clients to help them establish a strategy to regain their financial independence and security.
During her 23+ years in the world of Finance and Investments, customers just like you came to see her.
Many times they weren’t in a position to buy investments, and that prevented her from helping. Not being able to help those that needed it most was wrong.
From that frustration in 2019 JL Stauffer Financial was born. Since then Jodie has grown her team and in 2022 founded a Niche Financial Planning firm, Parallax Planning & Wealth, she could help a wider range of clients looking for non-traditional financial planning. We a larger team they are now able to help guide clients like you to navigate your personal struggles with money.
divorce, Jodie works with her clients to help them establish a strategy to regain their financial independence and security.
During her 23+ years in the world of Finance and Investments, customers just like you came to see her.
Many times they weren’t in a position to buy investments, and that prevented her from helping. Not being able to help those that needed it most was wrong.
From that frustration in 2019 JL Stauffer Financial was born. Since then Jodie has grown her team and in 2022 founded a Niche Financial Planning firm, Parallax Planning & Wealth, she could help a wider range of clients looking for non-traditional financial planning. We a larger team they are now able to help guide clients like you to navigate your personal struggles with money.
If free opinions and advice worked, you wouldn’t still be looking for answers....
When you work with JL Stauffer Financial, we break your finances into three easy steps
Step 1 - Lay it all out.
We are going to take a big picture look at your finances. Looking at every asset and liability that
you have. We can’t create your plan if we don’t have the whole picture. For that reason, our
plans are customized based on your situation regardless of where you are and where you are heading.
Step 2 - Implement a Strategy.
We start by tracking where your money is going, where it's invested and where it needs to be directed. Then we give you an immediate action strategy so you can start taking implementing today, not in six months or never like other plans.
Step 3 - Create a Financial Plan.
With a strategy in place, you will start to see some wins. Once we can get things shifted, we will
work together to build a long-term plan based on accountability, action and tracking so you're confident in your financial future.
Step 1 - Lay it all out.
We are going to take a big picture look at your finances. Looking at every asset and liability that
you have. We can’t create your plan if we don’t have the whole picture. For that reason, our
plans are customized based on your situation regardless of where you are and where you are heading.
Step 2 - Implement a Strategy.
We start by tracking where your money is going, where it's invested and where it needs to be directed. Then we give you an immediate action strategy so you can start taking implementing today, not in six months or never like other plans.
Step 3 - Create a Financial Plan.
With a strategy in place, you will start to see some wins. Once we can get things shifted, we will
work together to build a long-term plan based on accountability, action and tracking so you're confident in your financial future.
Specialized Financial Money Coaching
What if you could work with a financial coach the way you work with any other coaches or trainers?
Coaching clients pay a monthly fee and know exactly how much it will cost them each month.
By setting, tracking and meeting financial goals, our coach can steer you in the right direction and assist with your goals along the way.
Coaching clients pay a monthly fee and know exactly how much it will cost them each month.
By setting, tracking and meeting financial goals, our coach can steer you in the right direction and assist with your goals along the way.
|
What a coaching plan may include:
|
|
ADHD & Financial Wellness Coaching
|
Do you think different?
Do you need to plan differently? Are budgeting and planning overwhelming? Are you frozen and frustrated? |
|
Even know we have experience with ADHD and anxiety, we just so happen to still be very good with money...
We get it! We truly get it!
And we have to share it!
We get it! We truly get it!
And we have to share it!
For more information on credentials and experience or to inquire about custom programs
please contact us at info@jlstaufferfinancial.ca
please contact us at info@jlstaufferfinancial.ca