Family Balance Sheet

JANUARY 3, 2012

The kids were in the back seat watching a movie and we were in the front seat reviewing 2011 and strategizing for the upcoming year. We talked through some issues and opportunities for our business and our personal, family, and financial goals. Our 2012 Financial Goals. Review our Retirement. Finish Will.

Financial Goals 127

Financial Goals Goals 2012 Emergency Fund 127

Family Balance Sheet

FEBRUARY 2, 2017

Wonder what sets you apart from the people that seem to crush their financial goals? These folks didn’t corner the market on goal success either, instead they just got the task DONE. Their 2017 goal is to boost their savings rate and get their expenses down to $30,000 a year as they work towards financial independence.

Financial Goals 100

Financial Goals Goals Debt Budgeting 100

Family Balance Sheet

JANUARY 26, 2016

It has been my obsession goal since we found ourselves in a dicey situation back in August 2013. The goal is to reduce our monthly spending where we can to find extra money to apply to our debt. Keep receipts and tally up at the end of the month to review our spending. What’s your financial goal for 2016?

Financial Goals 100

Financial Goals Goals 2016 Debt 100

Family Balance Sheet

FEBRUARY 19, 2022

Over the years, my FOM duties included: Review the day-to-day/month-to-month budget and spending for our household. Prepare the Family Balance Sheet to review with my husband. I created this spreadsheet many years ago as a way to communicate our finances to my husband and I continue to update it and review it with him monthly.

Office 130

Office Family Finance Kids and Family 130

Family Balance Sheet

APRIL 1, 2011

Welcome in the beauty of the season with 5 Steps to Spring Cleaning Your Finances Review your 2011 Financial Goals. Did you make some financial goals for 2011 back in January? When was the last time you reviewed them. Take some time this month to review your goals. Thanks for reading.

Finance 127

Finance Financial Goals Goals Credit 127

Family Balance Sheet

JULY 1, 2011

Did you make personal, financial or professional goals or plans back in January for 2011? When was the last time you reviewed those lists? The half way mark of the year is a great time to reflect back on yearly goals and plans to check your progress and make any adjustments, changes or additions. Thanks for reading.

July 124

July Goals Financial Goals Kids and Family 124

Family Balance Sheet

FEBRUARY 4, 2015

Funny enough, after being so focused on saving for so long, I don’t think we really did anything but say a prayer of thanks! Definitely getting in the routine of making a zero-based budget EVERY MONTH and reviewing our finances together is an important habit we picked up that will be key to meeting all our financial goals.

Debt Free 100

Debt Free Debt Financial Goals Budgeting 100