Family Balance Sheet

JUNE 4, 2015

To many, working with a spouse would be too difficult, but our individual strengths and weaknesses complement each other and the arrangement has worked well. Our business was doing well and it seemed like the right time for us to buy. However a few years ago, we found ourselves with too much debt and not enough cash.

Goals 100

Goals Debt Renovation Daughter 100

Family Balance Sheet

OCTOBER 18, 2019

2 – Increase business emergency savings. 3 – Cash flow necessary business expenses and renovations. In 2013, we took a controversial step and stopped contributing to our retirement plans, so we could focus on steps 2-4. Start Additional Savings Accounts. DONE – 6/1/2014. DONE 2015.

Debt 100

Debt 2019 Financial Goals Emergency Fund 100

Family Balance Sheet

JANUARY 17, 2018

2 – Save $10k in a savings account, specifically earmarked for medical expenses. We blew through our health savings account, and now need to save another $10k so we’re not caught off guard if another emergency were to happen. Increase business emergency savings. DONE – 6/1/2014.

Financial Goals 113

Financial Goals Goals 2018 Debt 113