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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? Treat the position like a job.

Office 130
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My Binder System for Organizing Some Important Areas of My Office and My Life

Family Balance Sheet

I had to chuckle when I saw my training calendar from 2004, the year before our first daughter was born. Aside from the large 4 inch binder for our office expenses, I haven't spent a fortune on these books. They were all bought during the back-to-school promotions at Staples or Office Max for about $1 each.

Office 159
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7 Ways to Spring Clean Your Finances

Family Balance Sheet

As the family office manager of my home, I needed a succinct way to discuss our finances with my husband. Clean, Purge and Declutter Your Office Space. I have a love/hate relationship with my home office space. I broke down my responsibilities: business office, home office, and projects.

Finance 130
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What’s Next for ME?

Family Balance Sheet

At 8:15 this morning, my youngest daughter climbed on the bus for her first day of first grade. Since the fall of 2005, I have primarily been a stay at home mother to our two daughters. I have spent the last nine years working part-time at my husband’s office, but I either worked from home or around my kids’ schedules.

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An Update on Medi-Share – September 2017

Family Balance Sheet

At that appointment, the doctor immediately referred us to a specialist, and told us to “go straight to his office. ” Puzzled and slightly frantic, we drove straight to the new office and met with a specialist. He examined our daughter and immediately set up a procedure under anesthesia for Friday morning.

2017 100
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5 Steps to CRUSH Debt + FREE Debt Payoff Goal Tracker

Family Balance Sheet

Being self-employed, we felt we needed more than Dave’s recommended $1000 starter emergency fund that he outlines in his book, so our first step was to save a bit more for our home and office. Also, we needed to make some much-needed repairs to our home and office that really couldn’t wait until we paid off six figures.

Debt 130
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A Goal Without a Plan is Just a Wish

Family Balance Sheet

My husband and I are self-employed and own a chiropractic office where he is the chiropractor and I am the business manager. After renting an office for 12 years, we had nothing to show for it and the space was starting to feel a bit cramped. However a few years ago, we found ourselves with too much debt and not enough cash.

Goals 100