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Family Office Manager

Family Balance Sheet

We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free. His primary focus is growing and maintaining his business. Create our family’s financial goals and Debt Freedom Plan. Organize paperwork for tax preparation. Has it been smooth sailing?

Office 130
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Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

The spreadsheet listed our short-term and long-term account balances, our debts, and our short-term and long-term financial goals. We are working towards some pretty big financial goals and we’ve hit quite a few already. I STILL use our spreadsheet today. I don’t want him to feel that way.

Family 100
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What Is Financial Planning? | Bankrate

Savings Corner

Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals. Here’s what financial planning is all about and what you need to know to get started. What is a financial plan? Investments – How can you save and invest to grow wealthy?

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