Values Based Planning, the Recipe for Success

Recipes for SuccessSign up to receive our special three part video series “Financial Lessons from the Kitchen”

Recipes for SuccessSign up to receive our special three part video series “Financial Lessons from the Kitchen”

 
 

Are you a single professional or management level woman approaching retirement?

Do you feel you’re not where you “should be” in preparing for retirement?

Are you recently widowed or divorced and facing a future you never envisioned?

With a career, family obligations and, hopefully, a personal life you have many demands on your time. Planning for your own financial security may end up on the back burner. Stoffer Wealth Advisors can help you create a delicious recipe for the future. Learn more.

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Meet Jeff

Jeff Stoffer CFA, CFP®, founded Stoffer Wealth Advisors on the idea that anyone can secure their financial future, regardless of their situation; all they need is the right plan. After 20 years of experience spanning investment research, portfolio management, and individual advising — as well as time spent as chef at one of the world’s best-known restaurants — Jeff launched Stoffer Wealth Advisors in 2008. Since then, he has helped people in a wide range of situations make conscious choices to ensure their financial well-being. Learn more.

Recipes for Success

My Recipe for Success focuses on making conscious choices with money, being clear on our values and making sure our money goes toward what matters most. It helps to understand our relationship to money and to learn how emotions influence our decisions. Education and action are main ingredients as they build confidence in the future. Our planning process looks at goals, values, possibilities and roadblocks, all to create a recipe for the true icing on the cake: financial peace of mind. Learn more.