Jodie L. Stauffer
CFP®
CEO/Financial Planner, Parallax Planning & Wealth Inc.
Areas of Specialty: Women Entrepreneurs and Small Business Planning, Cash Flow Planning, Holistic Financial Planning, Neurodiverse Consulting & Planning
Jodie Stauffer is an experienced fee-for-service financial planner specializing in personal finance and small business owners. She is passionate about working with mid-to-high-income ADHD and neurodiverse women, and this is reflected in her business, volunteer, and personal life.
In 2019, Jodie founded JL Stauffer Financial as an independent financial planning firm. In 2022, she co-founded Parallax Planning & Wealth, a niche-based financial planning firm offering advice-only finance planning and consulting services. Although Parallax primarily focuses on planning, Jodie believes that putting plans into action for clients sets them apart.
Her financial services approach always includes plan execution for her clients. With over 25 years of experience in financial management, sales, and leadership, Jodie is committed to providing unbiased financial planning and consulting services to successful women like herself. She possesses a unique blend of expertise and passion, which, coupled with her ADHD superpowers, allows her to think differently and bring about change. Apart from her work, Jodie volunteers for several organizations to help raise financial awareness for underserved populations.
Contact us today for more information and to book your 30-minute complimentary discovery call to discuss how I can help you reach your goals.
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