About Jodie Stauffer

Most requested topics

My neighbor's money tree is driving me crazy?  The costs of looking over the fence!
The mental, emotional and financial costs of what you can't see looking over the fence. How women, communities or leaders can drive change.
​​It’s your money!
It’s your life! 
But it's not your plan!​
Learn how these 3 simple budget and goal setting changes will relieve financial stress and get you on track in just 90 days. -The 12/4 Financial Plan.
​
​My neighbor's money tree is driving me crazy?  The cost of looking over the fence!
The mental, emotional and financial costs of what you can't see looking over the fence. How women, communities or leaders can drive change.
​
It’s your money, It’s your life
​But it's not really your plan!
Learn how these 3 simple budget and goal setting changes will relieve financial stress and get you on track in just 90 days. -The 12/4 Financial Plan.
​

Financial Keynote & Facilitation

Individual, Family and Group Session Topics:
  • Financial Planning following a life transition
  • Strategies for debt reduction and cash flow management
  • Self managed investors seeking planning and tax advice
  • ​Financial Anxiety, Stress & Information Overload 
  • Services for high income and/or high net worth clients with low retirement assets 
Programs for Organizations:
  • It's not really about the money - the emotional side of financial stress
  • Money Management and care during personal crisis
  • Financial Fitness,  Financial Stress Management & Money Coaching sessions
  • Strategies to reduce bank, financial and investment fees 
  • Pension and benefits utilisation and transitions planning

​More Keynote Topics:
Who dropped the Baby - How losing my mind and money helped me find my authentic self!
The 12/4 Financial Plan - Why traditional 5, 10, & 20 year Financial Planning needs to change.