Remove Communications Remove Financial Goals Remove Making Remove Refinancing
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Family Office Manager

Family Balance Sheet

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. My new mission was to manage our money to make sure we used it wisely and stretched it as far as possible. Pay our bills in a timely manner.

Office 130
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Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

Going from a consistent paycheck to one that varied month to month was an adjustment and required a lot of communication between me and my husband. To keep the communication flowing, I created my very first Balance Sheet to give my husband a snapshot of our household and business finances. It was tricky at first.

Family 100