Jodie L Stauffer
I am passionate about anything I truly love and believe in. This includes building financial plans and relieving financial stress for my clients. Money is a very emotionally charged topic and long-term planning requires understanding these emotions and beliefs. I understand the powerful emotional connection between money and wealth, and this is a vital part of what I do to build strategies and overcome what is keeping you up at night!
If you are looking for a new take on your money and ways to creatively build wealth, please reach out. I would love to chat with you.
How you can benefit from a customized Money Coaches Canada plan:
- Increased financial confidence and clarity
- Better understanding of your investment accounts, performance and fees
- Insurance review of existing policies and needs analysis
- Identifying appropriate tax strategies
- Strategic retirement and education planning
- Personalized money management and budgeting, with a specialty in ADHD
- Strategies for addressing consumer debt
- Access to our Canada-wide network of trusted professionals to save your valuable time (we accept no commissions or referral fees)
My Story
Understanding the powerful emotional connection between mental health and financial health is what led me to become an advice only planner.
As an entrepreneur at heart, I have spent the last 25+years building my financial knowledge. I have held several management-level financial positions, which include commission-based Financial Advisor, Regional Sales & Training Manager, Mortgage Specialist, Insurance Sales, Bank Branch Manager, and Investment Specialist.
As a businesswoman, mother of 3 adult daughters and a wife, I know the struggles of having to juggle it all. I understand firsthand the challenges of being divorced, changing careers, raising children and the added pressure all this brings to our finances.
As a women diagnosed with ADHD late in my adult life, I can look back and see the chaos big life changes have had on me, even with all my financial education.
So, when it comes to understanding and planning for clients, my life and career experience offer me a unique advantage to understand your situation. When asked by friends why I chose advice only planning, my response is my skills are best used to build great long-term relationships and change people’s financial futures.
How I Can Help
- Holistic Financial Planning
- Navigating Life Changes (marriage, empty nest, inheritance, divorce)
- Pre-Retirement and Cashflow Planning
- Retirement and Pension Planning
- Estate Planning
- Speaking and Education
Who My Clients Are
- Professionals with or without corporations
- Business Owners / Self-Employed
- Individuals (including divorced, separated, widowed)
- Couples and Families
- High Income Earning Women with ADHD
- Specialized niche in cashflow planning for ADHD
