Get Your Pieces Done
Helping you fill in your missing pieces and gain peace of mind
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What are the pitfalls in filling in our missing pieces?
- We don’t know where to start.
- We don’t make time for it. We will have time for it “one day.”
- Or, we think, “my family will know what to do.”
If we don’t fill in the missing pieces of our traditional financial plans…
- How will our family know what we want at ‘the end?’
- If we want to leave a gift to our church or synagogue, but never get around to updating our Will, our wish is lost.
- Because we didn’t have an Advance Directive, our loved ones may grapple with making hard, even excruciating decisions about our care.
- Without a Power of Attorney, our loved ones can’t access our accounts. How will bills get paid?
- Without a Will, our estate goes into probate and our family will have to wait months through the process.
- If we don’t consider our long-term care options, will our loved ones deplete all our savings to care for us?
- How will our family pay for our funeral?
- How will they know our wishes for our ‘celebration’? Who we’d like to speak? Or, be there?
- How will our grandkids know our stories? If we never write them down…
Unfortunately, we don’t make time to think about these things.
We’ll have time “one day.”
Or, we rely on the statement that our loved ones “will know what to do.”
Today is that “one day” to get your pieces done!
How?
The Missing Pieces Plan is the ONE 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.
By signing up for the Get Your Pieces Done course you will ensure you’re missing pieces are complete, you’re not leaving a mess for your loved ones and you’re gaining peace of mind.
With the course, we help you make the time, work the worksheets, AND get your pieces DONE.
Is there any greater gift than piece of mind?
I don't think so!
“The presentation was absolutely excellent. Wildly positive feedback.”
Rev. Steve Huber, Rector at All Saints’ Beverly Hills
“Jody presented the subject of having ALL of your affairs in order in a concise, easy to understand way. She covered items that don’t even occur to a lot of people and lovingly encouraged everyone at the seminar to both not procrastinate and also be thorough. Her book, Missing Pieces Plan, is the perfect guide and checklist to ensure nothing is missed!”
Camille Ott, Funeral and Cemetery Consultant, Oaklawn Cemetery & Hardage-Giddens Funeral Homes
“It is so easy to put off making decisions about end of life matters ...working with Jody Giles who is so sharp and full of life is a profound joy! She makes it fun to dive into organizing our "Missing Pieces." What a gift for our loved ones!”
Emmy Cerveny
“I thought the presentation was perfect! Jody is a very interesting speaker, addressing a very important subject and helps people feel comfortable with the subject. It is a gift...a gift of conversation! That is so important and special.”
Patricia Bentley, Prudential Employees Retirement Club
“Learned so much on creating a loving legacy instead of a mess at the end of our lives.”
Rev. Katie Cadigan, Associate Rector at St. Augustine by-the-Sea, Santa Monica, CA
Your Instructor
Jody Giles is the author of the Missing Pieces Plan, a book designed to help people plan for end-of-life. The “missing pieces” are what Jody feels are the most important pieces in a financial plan however, they are often the most neglected. When included, these pieces offer the greatest sense of peace of mind and is a priceless gift to loved ones.
Jody attained her CPA and CFP® licenses shortly after graduating with a masters in taxation from the University of Texas at Austin. She has dedicated almost 20 years advising families on their financial and philanthropic plans.
After a cross country move and other life events, Jody realized there were many “pieces” missing in her own family’s plan and that no resource existed to help fill in those pieces. She was driven to write the Missing Pieces Plan and help other families fill in their missing pieces and gain peace of mind.