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Family Office Manager

Family Balance Sheet

FEBRUARY 19, 2022

After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free. Meet weekly or monthly as a couple to discuss what’s going on in your family’s finances.

Office 130
Office Family Finance Kids and Family 130
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Our 2017 Debt Freedom Plan Update

Family Balance Sheet

FEBRUARY 10, 2017

” To get through that time, we crafted our Debt Freedom Plan , based on Dave Ramsey’s Baby Steps, but tailored to meet our own needs and self-employed lifestyle. Over the years, we took advantage of low interest rates and refinanced and transferred the loan several times. Projected pay off date December 2018.

Debt 100
Debt 2017 Student 2016 100
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