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Missing Pieces Plan: Providing you and your loved ones peace of mind Paperback – November 29, 2016
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About the Author
After receiving a masters in taxation from the University of Texas at Austin in 1997, Jody attained both her CPA and CFP® licenses. Over the last 20 years she has been working with families to craft their financial and philanthropic plans. After moving from Los Angeles to Jacksonville two years ago with twin four-year-old daughters, Jody began to realize there were many pieces missing in their family’s financial plan. The long distance move, along with inspiration from her mother in law and a dear friend, Jody was motivated to determine what the missing pieces are and ultimately wrote the “Missing Pieces Plan.” Her book has four sections. She discusses legal issues such as a will, power of attorney and advanced directives; legacy issues like planning end-of-life celebrations; insurance issues; and letters to be prepared, including a letter of instruction and notes to loved ones. Now, Jody’s goal is to help others fill in the missing pieces and “leave a legacy, not a mess.” To learn more, visit her website at www.missingpiecesplan.com.
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