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Family Office Manager

Family Balance Sheet

FEBRUARY 19, 2022

After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free. Create our family’s financial goals and Debt Freedom Plan. Has it been smooth sailing?

Office 130
Office Family Finance Kids and Family 130
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Our 2017 Debt Freedom Plan Update

Family Balance Sheet

FEBRUARY 10, 2017

Unfortunately, we did not hit that goal and in part, have made some major changes to our Debt Freedom Plan. Over the years, we took advantage of low interest rates and refinanced and transferred the loan several times. The student loan should be paid off by the end of 2018. Our goal is still debt freedom.

Debt 100
Debt 2017 Student 2016 100
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