Jodie L. Stauffer
Jodie Stauffer
Business Coach, Money / Financial Coach, and Financial Planner

 

LOCATION
9436 51 Ave NW suite 201
Edmonton
Alberta
T6E 5A6
Canada
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PHONE
780-721-5016
EMAIL
jodie@parallaxplanning.ca
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VISIT WEBSITE
 
My Podcast:
Smarter, Faster, Crazier
Jodie L. Stauffer
Founder and Lead Financial Planner
Parallax Planning & Wealth
OVERVIEW OF SERVICES
  • 401K Planning
  • Alternative Investments
  • Asset Management
  • Budgeting
  • Estate Plans
  • Investing
  • Post-Divorce Matters
  • Tax Specialist
WHY I LOVE WORKING WITH WOMEN

As a female financial planner, business owner, and dedicated mom, I cherish the opportunity to work with women, not only because it allows me to empower and support them in achieving their financial goals but also because I understand firsthand the unique challenges and aspirations that women face in the world of finance. It's gratifying to be a part of their financial journeys, providing guidance, and helping them navigate the stress and complexity of money in today's fast-moving world. Women often want a different approach that includes understanding, and empathy without the sales pitch. That's what I want, so that's what I offer.

 
BIO

With over 22 years of experience in financial management, sales, and leadership, I’m dedicated to providing unbiased financial planning and consulting services to women like myself, their families, and fellow business professionals. My unique blend of expertise and passion, coupled with my ADHD superpowers, enables me to think differently and drive change.

I aim to empower you to enhance your financial well-being and develop a robust net worth strategy. Through personalized guidance, I specialize in debt reduction, cash-flow management, risk assessment, tax planning, retirement planning, and investment estate planning. Together, we’ll navigate the intricacies of your financial landscape, ensuring a secure and prosperous future.

Let’s harness the power of wealth, wisdom, and women to unleash your full financial potential, all while embracing the unique perspectives that neurodiversity brings to the table.

Today, I use my ability to think differently – plan differently to find ways to relieve financial stress and help clients achieve their goals.

THREE THINGS ABOUT ME
I am very "frugal" and enjoy spending mostly on things I LOVE - shoes, travel and adventure.
I am an extroverted introvert.
I have ADHD, so working with Neurodiverse women to understand money is very rewarding for me.
CREDENTIALS
FP Canada (Certified Financial Planner Designation, CSC (Canadian Securites Course)
EDUCATION
Southern Alberta Institute of Technology




STATES SERVED
All 50 States
PROVINCES SERVED
Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, Saskatchewan
Virtual Appointments Available
SPECIALTIES:
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Personal Tax Planning
  • Retirement planning
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
CLIENT FOCUS:
  • Bread Winner
  • Business Owner
  • Divorced
AGES:
  • Gen X
  • Boomers
  • Millennials
LIFE STAGES:
  • Marriage
  • Second Home
  • Empty Nester
  • Divorce
  • Widow
  • Retirement
LANGUAGES SPOKEN:
English
Fee Structure:

We are committed to providing transparent and client-focused services. We offer fee-only financial planning, coaching and accountability consulting starting from $150. Our hourly, monthly and annual fee schedule allows customization to fit the needs of our specialized services. This means you can trust that our advice is free from conflicts of interest, as our compensation comes solely from our clients. Our goal is to deliver tailored financial solutions that align with your unique needs and goals, ensuring your financial well-being is our top priority.