Family Balance Sheet
FEBRUARY 19, 2022
Chapter 17 in this book is titled, “Why not run the family office?” In highly affluent circles, a family office is a private wealth management firm that manages the finances and investments for the ultra-wealthy and their families. Hmmm, I wonder if the Kennedys have a family office? Has it been smooth sailing?
Family Balance Sheet
FEBRUARY 18, 2014
Chapter 17 in this book is titled, “Why not run the family office?” ” Stanley wrote about Susan, a wife and mother who handled all of the financial tasks in her home, from budgeting to making investment decisions. She treated her role like a job and helped her family achieve financial independence.
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Family Balance Sheet
JANUARY 17, 2018
Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. Apply any Found Money to our Goals.
Family Balance Sheet
MARCH 6, 2012
Designate a Family Office Manager. No surprise there; I write a blog about family finances. But I also want to be the Family Office Manager (FOM). The Family Office Manager might track spending, reconcile and manage the accounts, pay the bills on time, and update the Family Balance Sheet. In my house, it's me.
Family Balance Sheet
JANUARY 8, 2014
My husband and I made some serious financial goals for 2014. To achieve those goals I need to review our spending to see where I can make some cuts. Is there swim team practice, mid-week church activities or a late night at the office? Refer to your family’s activity calendar. What is going on in the week ahead?
Family Balance Sheet
JANUARY 1, 2015
My husband and I make some financial goals at the start of every year. Most of them are related to our small business, my husband’s chiropractic office, but last January I got a bee in my bonnet about debt…thank you, Dave Ramsey. For the past two years, I held monthly accountability challenges on the blog.
Family Balance Sheet
FEBRUARY 18, 2015
Our family of six drove 17 hours in a van with no air conditioning to do our debt free in Dave Ramsey’s office. What are your financial goals now? Surrounding yourself with great things (podcasts, blogs, coaches, mentors, friends, etc.) I spend 5 minutes a day on our budget and it is great. Paying off our house.
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