Remove Budgeting Remove Equal Remove Finance Remove Financial Goals
article thumbnail

Family Office Manager

Family Balance Sheet

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. Instead, he shared the story about Susan, a wife, and mother who handled all of the financial tasks in her home, from budgeting to making investment decisions.

Office 130
article thumbnail

Designate a Family Office Manager | Marriage & Money

Family Balance Sheet

” 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. I also took on the role, because I had an interest in the topic of personal finance.

Office 182
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Meet Doug & Laura. They Paid off $23,000 in 16 Months. | Debt Free Stories

Family Balance Sheet

I went through Dave Ramsey’s Financial Peace University when I was 18 years old. That inspired me to be intentional with my finances and to follow Dave’s six steps. When my wife and I got married, we both made the decision that our first financial priority would be becoming debt free. Look over your current budget.

Debt Free 241
article thumbnail

Meet Amanda & Daniel. They Paid Off $68,000 in Debt in 8 Months.

Family Balance Sheet

We ate at home a lot and watched our food budget carefully. We still allotted a lot of money for food, but we were careful not to go too far over budget. Who initiated the debt free goal? Finances have definitely been the biggest strain in our 11 years of marriage. Daniel does all the day-to-day finances.

Debt 245
article thumbnail

Marriage and Money: 5 Tips To Reduce the Money Arguments

Family Balance Sheet

I'm participating in Women’s Money Week which is about encouraging women to speak up about money, take control of our finances, and reshape our financial future. No surprise there; I write a blog about family finances. I developed this spreadsheet years ago, as a way to communicate our finances with my husband.

Money 225
article thumbnail

Find out how Deacon & his Wife Paid off $52,000 of Debt in 18 Months

Family Balance Sheet

I have a passion to help people take control of their finances so that they can live the life they want to have. After putting together a budget, it took us 18 months to pay off all of that debt! After putting together a budget, it took us 18 months to pay off all of that debt! What are your financial goals now?

Debt 100
article thumbnail

Shannon & Her Husband Paid off $22,000 in 9 Months

Family Balance Sheet

Dave’s zero-based budget and Debt snowball concept were critical to getting us on the path to paying off our debt fast. I cut our grocery budget down to less than half of what it was. When the budget is already tight, there are only so many ways to save money. What are your financial goals now?

Debt Free 100