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Our 2019 Financial Goal

Family Balance Sheet

In previous years, I would create a long list of financial goals, only to have little accomplished by the end of the December. I almost stopped writing goals down altogether. 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.

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How to Achieve Your Financial Goals (tips from the achievers)

Family Balance Sheet

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.

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Our 2018 Financial Goals

Family Balance Sheet

Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. The Guidelines for 2018: 1. Restaurants.

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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. 2018 Update. Our 2019 Financial Goal. We can now move on to other financial goals. How to Achieve Your Financial Goals (tips from the achievers).

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Family Office Manager

Family Balance Sheet

Today at age 50+, I still optimize our cash flow, but my focus is shifting towards saving with our daughters’ future education costs, building our net worth, and planning for our retirement years. After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household.

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Our 2017 Debt Freedom Plan Update

Family Balance Sheet

And I continued to build this website. The student loan should be paid off by the end of 2018. Projected pay off date December 2018. Build up our Emergency Funds to 3-6 months of expenses. Pay off our mortgage on our office building. What are your financial goals for 2017 and beyond? Destination TBD!

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