Family Office Manager
Family Balance Sheet
FEBRUARY 19, 2022
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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