Services & Pricing

Financial Guidance Built Around You

At Parallax Planning & Wealth, we believe financial planning is about more than numbers. It's about understanding your goals, navigating life's decisions, and creating strategies that work for you.

Our approach combines financial expertise with an understanding of human behaviour, helping you turn financial advice into meaningful action.

Whether you need guidance on one important decision, a comprehensive financial plan, or ongoing support, we're here to help you move forward with clarity and confidence.

Explore Our Services

  • Parallax Planning Team - Jodie Stauffer

    Financial Consulting

    One Issue. One Decision.

    Get experienced financial guidance on a specific question, opportunity, or decision without committing to a comprehensive financial plan.

  • Parallax Planning - Taylor Mitchell

    ADHD Financial Coaching

    Reduce Overwhelm. Build Momentum.

    Build practical financial systems, improve follow-through, and develop sustainable money habits with personalized coaching and accountability.

  • A young woman with dark hair, wearing an orange sleeveless dress, is smiling outdoors with green trees in the background.

    Behavioural Financial Planning

    Strategy. Behaviour. Financial Confidence.

    Comprehensive financial planning that combines financial expertise with an understanding of your goals, behaviours, and real-life circumstances.

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    Private Client Partnership

    Ongoing Guidance, Accountability & Support.

    Stay on track with continued financial guidance, regular check-ins, and personalized support as your circumstances and priorities evolve.