Remove Finance Remove Financial Goals Remove Personal Finance Remove Refinancing
article thumbnail

Family Office Manager

Family Balance Sheet

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. While I was still helping my husband from home with his business, I felt like I wasn’t contributing to our finances and that drove me crazy. Implement our Debt Freedom Plan.

Office 130
article thumbnail

Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

I could talk all day about personal finance and money-saving strategies, but my husband, while very responsible with money, just doesn’t feel the same way. 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