article thumbnail

How to Achieve Your Financial Goals (tips from the achievers)

Family Balance Sheet

Wonder what sets you apart from the people that seem to crush their financial goals? These folks didn’t corner the market on goal success either, instead they just got the task DONE. Their 2017 goal is to boost their savings rate and get their expenses down to $30,000 a year as they work towards financial independence.

article thumbnail

Family Budget Spreadsheets 2021

Family Balance Sheet

I created it as a way to communicate our finances to my husband. You might already have this spreadsheet since it’s free for joining my newsletter community. Financial Goals – Use this spreadsheet to quantify your financial goals for the current year and years to come.

Budgeting 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Resolve to Regularly Discuss Your Finances with Your Spouse

Family Balance Sheet

But for the two of us to achieve our financial goals, we need to have money conversations and they need to be done regularly. I created our Family Balance Sheet years ago as a way for me to communicate the state of our finances to my husband. The third section is for our 2012 Financial Goals.

Finance 138
article thumbnail

Introducing: Family Budget Spreadsheets

Family Balance Sheet

I created it as a way to communicate our finances to my husband. You might already have this spreadsheet, since it’s free for joining my newsletter community. Financial Goals – Use this spreadsheet to quantify your financial goals for the current year and years to come.

Budgeting 160
article thumbnail

Family Office Manager

Family Balance Sheet

I created this spreadsheet many years ago as a way to communicate our finances to my husband and I continue to update it and review it with him monthly. Create our family’s financial goals and Debt Freedom Plan. While our setup has helped us achieve many of our financial goals, we have made many mistakes over the years.

Office 130
article thumbnail

Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

Going from a consistent paycheck to one that varied month to month was an adjustment and required a lot of communication between me and my husband. To keep the communication flowing, I created my very first Balance Sheet to give my husband a snapshot of our household and business finances. It was tricky at first.

Family 100
article thumbnail

Marriage and Money: 5 Tips To Reduce the Money Arguments

Family Balance Sheet

It is not always easy to communicate your current financial snapshot with your spouse, so let the balance sheet do the talking for you. I developed this spreadsheet years ago, as a way to communicate our finances with my husband. Make Clear Financial Goals {Together}. Write down your goals and make them visible.

Money 225