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It’s Beginning to Look a Lot Like…….

December 8, 2016

December 8, 2016 CFO Agency

It’s Beginning to Look a Lot Like…….

Year End!

I am watching the snow come down through my office window.  It is so pretty and yes for me it’s beginning to look a lot like Christmas.

The snow brings about feelings of hibernation.  Staying inside, stoking the fire and a nice hot drink.  For me it is also the time of year for planning.  This is such a fun creative process where I look at what will it take to finish this year strong based on the goals we set and what are we going to create in the upcoming year.

Its the time to ask those 3 most powerful questions:  What worked, what didn’t and what’s next.

Did your money work for you this year or did you work for it?

How on track are you for the goals that you set?

How much of the money you made did you get to keep?

I find so many people still only look at their numbers at tax time and only because they are being asked to write a big check to the IRS.

If that is you, are you open to taking a look at other options?

What if those same dollars could be put to work for you?  As entrepreneurs we have so many allowable tax options because the IRS truly does know that each of us can make a greater impact with a dollar than they can.

What impact would you like to make for yourself, your family and your community?

There is still time in this year to keep more of the money you made.

Give us a call and let’s see what we can do together!

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Sue

  • sue@thecfoagency.com
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Questions? Feel free to reach out to us by any means below.

  • 175 Hutton Ranch Road Suite 103, Kalispell, MT 59901
  • 406-257-6044
  • wealth@thecfoagency.com

Questions? Feel free to reach out to us by any means below.

  • 175 Hutton Ranch Road Suite 103, Kalispell, MT 59901
  • 406-257-6044
  • wealth@thecfoagency.com

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