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2019 Christmas Savings Club

Family Balance Sheet

How did you do with your Christmas spending in 2018? A credit Christmas equals: a “how are we going to pay for this” Christmas. But a cash Christmas equals: a stress-free Christmas. And if you paid cash for Christmas in 2018, but want some encouragement to save for this year, this club is for you too! Did you over spend?

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Family Office Manager

Family Balance Sheet

After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. Create our family’s financial goals and Debt Freedom Plan. While our setup has helped us achieve many of our financial goals, we have made many mistakes over the years. Has it been smooth sailing?

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