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Family Office Manager

Family Balance Sheet

Over the years, my FOM duties included: Review the day-to-day/month-to-month budget and spending for our household. We have been in our home for over 20 years and I’ve refinanced for better rates at least five times, mostly for free. Prepare the Family Balance Sheet to review with my husband.

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Get your FREE Family Balance Sheet Excel Spreadsheet

Family Balance Sheet

The spreadsheet listed our short-term and long-term account balances, our debts, and our short-term and long-term financial goals. I refer to it weekly as I update loan and account balances, and review it with my husband monthly. I offer this FREE spreadsheet to community. Want a FREE balance sheet Excel Spreadsheet?

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What Is Financial Planning? | Bankrate

Savings Corner

Bankrate’s AdvisorMatch can connect you to a CFP® professional to help you achieve your financial goals. Here’s what financial planning is all about and what you need to know to get started. What is a financial plan? These are some of the largest issues when it comes to financial planning.

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