Financial Planning for ADHD and Neurodiverse Individuals with Jodie Stauffer, CFP®

Women & Money: The Shit We Don't Talk About!

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Jodie Stauffer, CFP® is the founder and lead financial planner at Parallax Planning & Wealth Inc, and one of our Purse Strings-Approved Professionals! She specializes in working with women and is particularly passionate about working with ADHD and neurodiverse clients. Today, she’ll share her personal journey with ADHD and how it has shaped her unique approach to financial planning.

Diagnosed with ADHD in her mid-thirties, Jodie has spent years researching and understanding her diagnosis. This experience inspired her to create a financial planning method that prioritizes understanding and creativity, recognizing that traditional approaches often overlook how neurodivergent brains process information. We’re thrilled to have her with us to discuss what this process looks like and to offer planning tips for those who think they may be neurodivergent or have ADHD.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:12 – Jodie’s story and financial firm

7:53 – Understanding neurodivergence and ADHD

12:43 – Financial planning with ADHD

26:42 – Accounting for a client’s unique needs

30:28 – Tips to stay focused and accountable

35:32 – ADHD as a superpower

Learn more about Jodie

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, She 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.

Episodes Links

Jodie on Purse Strings

https://pursestrings.co/professional/financial-planner/alberta/edmonton/jodie-l-stauffer/

Jodie’s website

https://www.jlstaufferfinancial.ca/

Jodie on LinkedIn

https://www.linkedin.com/in/jodie-l-stauffer-cfp/?originalSubdomain=ca

Parallax Planning:

https://www.parallaxplanning.ca/

Parallax on Facebook:

https://www.facebook.com/parallaxplanning

Parallax on Instagram:

https://www.instagram.com/parallaxplanning/

Smarter, Faster, Crazier Podcast:

https://podcasts.apple.com/ca/podcast/smarter

Join the Purse Strings Facebook group: https://www.facebook.com/pursestringsco/
To learn more about money and access additional episodes, visit us online: https://pursestrings.co/