Trusted by Clients

Whether we're helping clients build financial confidence or sharing knowledge through speaking engagements and media, our goal is always the same—to make financial planning practical, approachable, and meaningful.

Real stories. Real progress.

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Trusted Through Experience

  • Speaking

    Educational presentations, workshops, and community events.

  • Media

    Podcast interviews, articles, and expert commentary.

  • Client Experiences

    Real stories from people we've had the privilege of helping.

Featured Media

Client Testimonials

From my first 30-min free consultation with Jodie, my stress was reduced. She normalized my situation, offered empathy, and provided clear, understandable advice. Jodie is practical, pragmatic, and professional. She is encouraging and able to adapt my plan when necessary.

Now I can move toward my goals and dreams with confidence. Hiring Jodie has been life changing!

I plan to continue to work with Jodie to optimize my financial well being.

- Christine

Before working with Jodie, I felt unsure and concerned about my finances. Now, I’m confident in my ability to make sound financial decisions. I have clarity around my short-and medium-term goals and even greater confidence in my long-term planning.

I’ve already recommended her Parallax Planning services to friends and family, and I plan to continue working with Jodie to optimize my financial well-being.

- Kevin C.

Real Stories. Real Progress.

Financial planning is personal, and every client's journey looks different. While their goals may vary, many describe the same outcome: feeling more organized, more confident, and less overwhelmed.

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