Sue Thompson September 16, 2021 Money, Plan

But The Deal Sounded So Good

We have all had experiences where we have invested in things, but they just didn’t quite pan out like we thought they would. I know I have had lots of them. Yet, they work ...

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Sue Thompson September 9, 2021 Dreams, Generosity, Money, Plan

Someday I Will

Someday when… Is philanthropy something on your list to do… someday? Or maybe your dream is “I’ll take that amazing vacation… someday”. I know for myself, ...

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Sue Thompson September 2, 2021 Entrepreneur, Freedom, Plan

Entrepreneurs with Vision

Today we are going to Whitefish to book the hotel for our annual Players Club Retreat. After missing last year due to the challenges of COVID, I am truly excited about the group ...

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Sue Thompson August 19, 2021 Accounting, Money, Plan

Balance Sheet 101

When it comes to wealth building, the Balance Sheet is King! This is where we track the Assets, Liabilities, and Equity of your wealth. In my experience, this is the least ...

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Sue Thompson August 12, 2021 Money, Plan, Wealth

What is the money really for?

When I am able to get to this point in a conversation with a client it is really interesting how often there is a huge pause. Most of us are so busy taking care of today that ...

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Sue Thompson July 29, 2021 Finances, Money, Plan, Wealth Building

Exit Strategy

Do you have or need an exit strategy for your business? You may be wondering why I am asking you to think about an exit strategy. The most successful businesses begin with the end ...

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Sue Thompson July 1, 2021 Entrepreneur, Money, Plan

It’s Time to Step Up

When you are planning to take on a new goal or a new activity how do you go about it? Are you a lone ranger who likes to figure everything out on your own?  Or do you go in ...

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Sue Thompson May 6, 2021 CFO Agency, Plan

What is your debt really costing you?

When I first started in mortgage and personal lending in the early 80’s (Which really wasn’t that long ago) rates began at 12-14%.  This didn’t seem to be as much of a ...

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Sue Thompson March 30, 2021 CFO Agency, Money, Plan

Saving For a Rainy Day

In the last 12 months, we have experienced a significant increase in really strong windstorms.  It is actually a real thing if you google it!  Have you experienced changes in ...

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Sue Thompson February 4, 2021 CFO Agency, goals, Plan

Planning for Your Best Year Yet

One of the lessons I’ve learned in life is that when it comes to our money we need to be in the driver’s seat.  The world of finance is always changing and can often ...

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