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My Life Plan

Family Balance Sheet

A few years ago, we were struggling financially and I felt like our situation was hopeless. At the time, I wasn’t sure how we were going to pay our monthly bills, so future plans like funding our retirement , our daughters’ college education, or a lavish vacation were not on my mind. Contribute to our retirement funds.

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Marriage and Money: 5 Tips To Reduce the Money Arguments

Family Balance Sheet

The Family Office Manager might track spending, reconcile and manage the accounts, pay the bills on time, and update the Family Balance Sheet. The tasks will vary between households, so devise a to-do list of your family's financial tasks , so that the FOM knows what is expected of them. Make Clear Financial Goals {Together}.

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How Angela & Jeff paid off $58,000 of Debt in 2 Years

Family Balance Sheet

Coming home from a trip to Disney World was what started it all. Before we left I was already feeling stressed from juggling 8 payments on top of our regular household bills and expenses. What are your financial goals now? What inspired you to become debt free? Was there a particular event?

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