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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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Family Office Manager

Family Balance Sheet

Over the years, my FOM duties included: Review the day-to-day/month-to-month budget and spending for our household. After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. Prepare the Family Balance Sheet to review with my husband. Organize paperwork for tax preparation.

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