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Our 2023 Financial Goals

Family Balance Sheet

Did you make 2023 financial goals ? We decided on one big audacious financial goal for the year, and it’s a doozy! The last time we wrote numbers-driven financial goals was 2019. I cried for days and we celebrated the occasion with a family cruise a few months later. Get out the shovel!

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2012 Financial Goals

Family Balance Sheet

On Christmas day, my husband and I spent 4 hours together traveling in a car to visit his family. We talked through some issues and opportunities for our business and our personal, family, and financial goals. Our 2012 Financial Goals. We have set a goal date of July 2015 to pay off all of our debt.

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Family Budget Spreadsheets 2021

Family Balance Sheet

My mission has always been to help families build a strong financial plan, gain confidence with their money, and live the life of their dreams. That is why I created Family Budget Spreadsheets — a bundle of spreadsheets that we personally use to plan and budget our money. This is a one-month only spreadsheet.

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Our Big Financial Goal for 2016

Family Balance Sheet

We have several weekend trips and a summer beach vacation planned for the year. What’s your financial goal for 2016? The post Our Big Financial Goal for 2016 appeared first on Family Balance Sheet. We work hard and really relish our time away. Home Projects. Our house is in dire need of some TLC.

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Family Office Manager

Family Balance Sheet

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? Project short-term cash needs.

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Introducing: Family Budget Spreadsheets

Family Balance Sheet

I’ve been working behind the scenes on a tool that I personally use to track and organize our finances: Family Budget Spreadsheets. This blog was based on my very first spreadsheet, the Family Balance Sheet. That first family balances sheet sparked my love for spreadsheets, and over the years I created many more out of necessity.

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How to Conduct an Effective Family Financial Analysis

Prairie Eco-Thrifter

Do you keep your family in a survival mode? Why You Should Conduct a Financial Analysis. Arranging a family financial analysis is very important to long term financial success. Here are are five reasons why budgeting for your family is important: A thorough financial analysis helps you….

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