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
When clients ask why I am passionate about advice-only planning, my response is always the same. After years of working with clients, I know the powerful connection between stress and financial well-being and the value of building long-term relationships through the different stages of life.
As a businesswoman, mother, and wife, I know the struggles of juggling it all. I understand firsthand the challenges of divorce, changing careers, blended families, and the added pressure all this puts on our money and finances. I specialize in working with business owners, executives, and professionals looking for advice in all areas of their financial lives. Being diagnosed with ADHD late in my adult life has given me the unique and creative ability to understand how messy, complicated and stressful situations can get, especially with mid to high-income clients.
My life and career experience offer a unique advantage in understanding complicated situations when planning for clients. As an entrepreneur, I have spent 25+ years building my financial knowledge. I have held several management-level financial positions, including commission-based Financial Advisor, Regional Sales & Training Manager, Mortgage Specialist, Insurance Sales, Bank Branch Manager, and Investment Specialist.
When not working, I enjoy relaxing with my husband and our dog Paisley (who runs our house). As a mountain girl raised in the beautiful Crowsnest Pass, Alberta, I enjoy paddleboarding, running and spending time outdoors.
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
