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How to Create a Family Balance Sheet + Get a FREE one for your family!

Family Balance Sheet

You’ll know how much is in your checking and savings accounts and your retirement accounts. The History of my Family Balance Sheet: I created my very first Family Balance Sheet many years ago to give my husband a snapshot of our household and business finances. Meet, Discuss, Plan, Execute…Repeat.

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Our 2019 Financial Goal

Family Balance Sheet

In 2018, we decided to focus on just 2 main financial goals and before I share my 2019 goals I thought I would give you a recap on 2018. Save $10k in a savings account, specifically earmarked for medical expenses. Before we wrote our Debt Freedom Plan in 2012, I couldn’t see the forest through the trees.

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Christmas Savings Club | March Meeting

Family Balance Sheet

On the 25th of every month from January to November in 2013, I'm holding a virtual meeting for the Christmas Savings Club. The goal for this monthly accountability meeting is to give updates on our progress, motivate one another and help all of us save for a cash Christmas.

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March Deposit To The Disney Fund | $307.55

Saving Everyday

Even though we are well into April, I wanted to give you a quick update on my Disney fund! Starting January 2012, we set up an automatic withdraw to a new “vacation savings account” of $25 a week. For example, if my total is $1.25, I give $2.00 If my total is $1.26, I will give $2.01 and get $0.75

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2019 Debt Freedom Plan Update

Family Balance Sheet

The journey started in 2012 when we bought an office building for our business and then found ourselves with a lot of debt and not enough cash flow. We ran the numbers of the purchase and they looked great on paper, but paper doesn’t account for a new server, a roof leak, unexpected medical bills, and other calamities.

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A Goal Without a Plan is Just a Wish

Family Balance Sheet

When a building in our town went into foreclosure in 2012, we considered the opportunity to own. We crunched the numbers, spoke with our accountant, and after much deliberation and negotiation, we bought the building that summer. However a few years ago, we found ourselves with too much debt and not enough cash.

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April Deposit To The Disney Fund | $294.52

Saving Everyday

It’s a quick and easy way to save a minimum of $1378 this year! For example, if my total is $1.25, I give $2.00 If my total is $1.26, I will give $2.01 Back in January 2012, we set up an automatic withdraw to a new “vacation savings account” of $25 a week. Change = $37.30. and get $0.75

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