Family Balance Sheet

MARCH 9, 2018

I created it as a way to communicate our finances to my husband. There was a month in 2013 where I hadn’t planned on a large property tax bill and I wasn’t sure where we were going to find the money. Many years ago, we could say yes to the questions in the above graphic.

Budgeting 160

Budgeting Budget Family Property Taxes 160

Family Balance Sheet

SEPTEMBER 21, 2015

August 2013 was a month that I’d like to wipe from my memory. But in August 2013, our business softened, renovations to our new building were more costly than planned, and we were now the owners of two mortgages, our home and our business. Communicate with your spouse. Prior to that, we thought we were golden.

Finance 100

Finance Debt August 2013 100

Family Balance Sheet

JUNE 4, 2015

The building offered so much potential, but needed a lot of work and we set out to renovate our dream office. The business softened, renovations were more costly than expected, and we were now the owners of two mortgages, our home and our business. We are communicating regularly. Unfortunately things changed rather quickly.

Goals 100

Goals Debt Renovation Daughter 100

Family Balance Sheet

MAY 6, 2020

As the Family Office Manager , I handle the day-to-day finances for our family and I needed a way to communicate our finances to my husband. Storm #2: 2013. August 2013 was a month that I’d like to wipe from my memory. It was during this time that I created my first Family Balance Sheet. I still use my spreadsheet to this day!

Debt 130

Debt Emergency Fund 2007 2020 130