Strategy, Behaviour, Financial Confidence
Financial Planning for Real Life
Financial Planning for Real Life
Financial planning isn't just about making better financial decisions.
It's about creating a strategy that works with your life, your goals, and how you naturally think.
At Parallax Planning & Wealth, we combine technical financial expertise with a deeper understanding of human behaviour to help professionals, entrepreneurs, families, and neurodivergent individuals build lasting financial confidence.
Financial Planning for Real Life
Most financial planning focuses on numbers.
We believe lasting financial confidence comes from understanding both the numbers and the person behind them.
Because no matter how technically perfect a financial plan may be, it won't create meaningful change unless it fits your life, your priorities, and the way you make decisions.
That's why we've built our practice around Behavioural Financial Planning.
By combining financial strategy with an understanding of behaviour, decision-making, habits, and implementation, we help clients move beyond knowing what they should do and toward confidently putting their plan into action.
“Because the best financial plan isn't simply the one that looks good on paper.
It's the one that works in real life.
Strategy
A thoughtful financial strategy creates clarity. We help you understand where you are today, where you want to go, and the most effective path to get there.
Money is rarely just about numbers. Habits, emotions, relationships, values, executive functioning, and life experiences all influence financial decisions.
Behaviour
Financial Confidence
Confidence doesn't come from having all the answers. It comes from having a trusted process and knowing your financial decisions align with your goals and values.
How We Help You
Whether you're looking for guidance on one important financial decision, comprehensive financial planning, or ongoing support, we're here to meet you where you are.
Financial Consulting
One Question - One Decision
ADHD Financial Coaching
Reduce Overwhelm - Build Momentum
Behavioral Planning
Our flagship planning experience.
Comprehensive financial planning that combines technical expertise with a deeper understanding of human behaviour.
Financial Consulting
One issue. One decision.
Focused guidance when you need clarity.
Our flagship planning experience.
Comprehensive financial planning that combines technical expertise with a deeper understanding of human behaviour.
ADHD Financial Coaching
Behavioural Planning
Behavioural Planning
Private Client Partnership
Financial planning is not a one-time event.
Continue your journey with ongoing guidance, accountability, and long-term support.
Reduce Overwhelm. Build Momentum
We help you undertand your brain and money and why future thinking is so hard.
Helping Real People Navigate Real Life
While every client's story is unique, we often work with people navigating similar opportunities and challenges.
Professionals
Successful individuals looking for greater clarity, confidence, and direction.
Entrepreneurs & Business
*ADHD & AUDHD Specialty
Financial planning designed to work with your brain—not against it..
*ADHD & AUDHD Specialty
Helping you navigate complex, competing priorities and money with confidence.
Entrepreneurs & Business
Families
Helping families navigate life's biggest financial decisions together, not alone.
At Parallax Planning & Wealth, we believe financial planning should be about more than numbers.
We're building a different kind of financial planning firm—one that combines technical expertise with a genuine understanding of how people think, make decisions, and create lasting change.
Meet the people who are passionate about helping clients build financial confidence.
Meet the Team Behind Parallax
Jodie L. Stauffer CFP®
Jodie is a Certified Financial Planning and entrepreneur at heart. Over the last 22+ years, she has held several management-level financial positions, which include Financial Advisor, Regional Sales & Training Manager, Mortgage Specialist, Insurance Sales, Branch Manager, Investment Specialist and Financial Planner. As a businesswoman, mother and wife who has always juggled it all, she knows clients' pressure around money. When it comes to understanding and planning for clients, her life and career experience offer a unique advantage to clients. As an unbiased advice-only financial planner firm, the only product her team sell is their time, their experience and a great relationship.
FOUNDER/LEAD PLANNER
Taylor Mitchell
EXECUTIVE RELATIONSHIP MANGERParallax welcomes Taylor as our new Executive Relationship Manager. She is enthusiastic about working with the executive team and clients. Taylor brings a wealth of experience in client and paralegal administration from her previous employment at a local law firm. Taylor is dedicated to providing the highest level of service possible. She is exceptionally understanding of individual client needs and understands the adaptability required to contribute to Parallax's client-centered approach. Outside of work, she enjoys going on camping trips with her friends and boyfriend or taking her fur baby to the dog park. She loves traveling the world and has visited countries like Japan, Greece, and Turkey. Currently, she is hoping to visit Hungary next.
Kadie recently joined Parallax as a neurodiversity consultant, bringing a fresh perspective and a deep commitment to fostering inclusive environments and learning for our team and clients. She recently graduated with a diploma in Disability Studies and specialized training in neurodiversity; Kadie is dedicated to implementing strategies that enhance understanding and support among varied neurological profiles. When she is not studying or working, you can find Kadie cuddling with her fur family and spending time with family.
NEURODIVERSITY CONSULTANTKadie Mitchell
Smarter, Faster & Crazier
The Human Side of Money, ADHD & Success
Through honest conversations, practical education, and real-life experiences, Smart, Faster & Crazier explores the intersection of money, ADHD, entrepreneurship, behaviour, and success.
Whether you're neurodivergent or simply curious about the human side of money, there's something here for you.
Money isn't just about numbers.
It's about behaviour.
Relationships,
Identity
Confidence.
And the stories we tell ourselves.
Why Clients Choose Parallax
We believe financial planning should create confidence, not confusion.
We understand every financial strategy should reflect the person behind the plan.
We believe understanding behaviour is just as important as understanding numbers.
Ready to Build Financial Confidence?
Whether you're looking for comprehensive financial planning, ADHD-informed coaching, or guidance through an important financial decision, we'd love to learn more about you and your goals.
Book a complimentary discovery call and discover how Behavioural Financial Planning can help you move forward with clarity and confidence.