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Family Office Manager

Family Balance Sheet

My new mission was to manage our money to make sure we used it wisely and stretched it as far as possible. After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. While our setup has helped us achieve many of our financial goals, we have made many mistakes over the years.

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Our 2017 Debt Freedom Plan Update

Family Balance Sheet

This new strategy had us looking in the same direction with regards to our financial future and my husband was on board. We are using Dave Ramsey’s snowball method and I’m proud to say that since 2013, we’ve paid off 4 business loans totaling almost $75,000. The student loan should be paid off by the end of 2018.

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