Document Financial Goals Identity Theft Organization 
Family Balance Sheet
MARCH 11, 2021
Do our goals still make sense now that we’re in the trenches of the new year? Take some time to review your yearly financial goals. SMART goals are: S – specific. I’m a firm believer that finances should be organized and neat, and my Family Balance Sheet helps us keep track of our finances in one tidy spreadsheet.
Family Balance Sheet
MARCH 12, 2015
Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. Set aside some time to purge & organize your office.
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