Can you believe we're already into October? That means it's time for your 3rd quarter review! Let's dive into how to turn your first 9 months of data into a projection for the next 3 months and find your Zen Money numbers in this week's episode.
In this episode, we discuss:
Why a little digging into your numbers now will make a huge difference at year end.
The 5 steps Liz takes with clients during Q3 review.
How to calculate your tax set asides.
What to consider when looking at the past 9 months of your financial data.