THE MISSING PIECES PLAN IS THE ONLY RESOURCE THAT HELPS YOU FILL IN ALL THE UNKNOWNS – ALL YOUR MISSING PIECES – ALLOWING YOU TO PLAN FOR THE INEVITABLE AND GAIN PEACE OF MIND.
BUY THE BOOK
Learn about the missing pieces of a comprehensive end of life plan. Find out how others cope with the inevitable. Discover an empowered approach to planning and communication.
GET REAL SUPPORT
Book one-on-one or group coaching sessions with me, Jody Giles. I’ll guide you through the missing pieces, difficult conversations, and planning for the inevitable with real-time hand-holding.
Grab your free Missing Pieces Plan checklist here!
See what pieces you have covered and those missing – or need updating. It’s your 1st step – which is always the hardest! Then allow the book to be your guide to getting your missing pieces done!
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Contact me
Hi, I’m Jody.
I’m a CPA, CFP® with over 20 years of financial experience. I’m here to help you fill in the missing pieces of your current financial and end-of-life plan. I teach classes, speak at live events, provide group coaching, and offer one-on-one coaching opportunities.
Having the right plan in place provides you and your loved ones with peace of mind, and it means you’ll leave a legacy, not a mess.
I believe in the value of the Missing Pieces Plan because it’s the best and only way to incorporate all the basics as well as the missing pieces most advisors never think about.
It’s my mission to help families face difficult conversations and tough transitions while planning for the inevitable with grace, love, and resilience.