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Our 2023 Financial Goals

Family Balance Sheet

Did you make 2023 financial goals ? We decided on one big audacious financial goal for the year, and it’s a doozy! The last time we wrote numbers-driven financial goals was 2019. I cried for days and we celebrated the occasion with a family cruise a few months later.

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My 2020 Financial Goals & A Recap of 2019

Family Balance Sheet

ALSO our 2019 Financial Goal!). I decided to be productive in those early morning hours and I updated our Family Balance Sheet and that’s when I realized why I was so antsy. However, I’m still in love with Instagram and I just started a profile for Family Balance Sheet. We knocked this out of the park.

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Our 2018 Financial Goals

Family Balance Sheet

Did you make 2018 financial goals ? My husband and I discussed some ideas over our holiday break and we decided on 2 solid must-achieve financial goals for the year. If we complete them early, we’ll move on to 2 additional goals that are on our radar. Family Camping to Watkins Glen KOA. Restaurants.

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2012 Financial Goals

Family Balance Sheet

On Christmas day, my husband and I spent 4 hours together traveling in a car to visit his family. We talked through some issues and opportunities for our business and our personal, family, and financial goals. Our 2012 Financial Goals. We have set a goal date of July 2015 to pay off all of our debt.

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Our Big Financial Goal for 2016

Family Balance Sheet

We have a retirement to plan , our daughters’ college to save for, and many places to visit. SO THIS WILL BE THE YEAR…YAY… WOOHOO… BUT……in order to reach our goal by the end of the year, we need to find/earn more money than we currently are able to come up with each month.

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Family Office Manager

Family Balance Sheet

Chapter 17 in this book is titled, “Why not run the family office?” In highly affluent circles, a family office is a private wealth management firm that manages the finances and investments for the ultra-wealthy and their families. Hmmm, I wonder if the Kennedys have a family office? Implement our Debt Freedom Plan.

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How to Create a Family Balance Sheet + Get a FREE one for your family!

Family Balance Sheet

Let me show you how to create a Family Balance Sheet. I’m a firm believer that finances must be organized and neat, and a Family Balance Sheet helps you keep track of your finances in one tidy spreadsheet. My mission is to help families increase their assets, reduce their liabilities, and grow their net worth.

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