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Family Office Manager

Family Balance Sheet

FEBRUARY 19, 2022

While Susan did not work outside of the home, she treated her role as the family office manager as a job and helped her family achieve financial independence over the course of her marriage. After 20 years, I switched from Quicken software to You Need a Budget (YNAB) software in 2018 for our household. There must be open communication.

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

It wasn’t that we had friction over money in our marriage, but as the business & Family Office Manager , I had taken on the stress of that cash flow crisis and tried to work it all out by myself. Over the years, we took advantage of low interest rates and refinanced and transferred the loan several times.

Debt 100
Debt 2017 Student 2016 100
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