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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. There’s a yearly fee and a learning curve, but I love YNAB and it helps me stay on budget and financially organized with our day-to-day checking and savings accounts. Organize paperwork for tax preparation.

Office 130
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Medi-Share Update: One Year Later

Family Balance Sheet

They were so unaffordable, we actually considered taking the tax penalty and going uninsured. Our main financial goal for 2018 is to save $10k for our Annual Household Portion with Medi-Share. The new rates were more than our mortgage payment!