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Family Vital Information Binder

Family Balance Sheet

In fact, it was one of my 2020 financial goals. I found this to be a concise, less-cluttered way to keep all of our financial information organized. Medical Info – includes health insurance details and names and details of our doctors, dentists, and other specialists. Bank accounts. Credit cards.

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Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

Back in October 2003, I left a corporate career as a department store buyer with a nice reliable paycheck and benefits– including health insurance –to join my husband in the land of self-employment. We are working towards some pretty big financial goals and we’ve hit quite a few already.

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