Family Balance Sheet
FEBRUARY 19, 2022
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? Has it been smooth sailing?
Family Balance Sheet
FEBRUARY 18, 2014
Chapter 17 in this book is titled, “Why not run the family office?” ” Stanley wrote about Susan, a wife and mother who handled all of the financial tasks in her home, from budgeting to making investment decisions. She treated her role like a job and helped her family achieve financial independence.
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Family Balance Sheet
SEPTEMBER 17, 2021
I am my family’s office manager. In that role, I manage all of the day-to-day details regarding our financial accounts, from our personal checking to our retirement and everything in between. In fact, it was one of my 2020 financial goals. I had all of this info scattered in my brain and in different file folders.
Family Balance Sheet
MARCH 11, 2021
Do our goals still make sense now that we’re in the trenches of the new year? Take some time to review your yearly financial goals. SMART goals are: S – specific. As the family office manager of my home, I needed a succinct way to discuss our finances with my husband. Did you use the S.M.A.R.T.
Family Balance Sheet
JANUARY 17, 2018
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. What are your financial goals for 2018 and beyond?
Family Balance Sheet
MARCH 12, 2015
Refresh your memory with what you were thinking at the beginning of the year and review your yearly financial goals. You’re now in the trenches of the new year, do those goals still make sense? When reviewing your goals, did you use the S.M.A.R.T. Clean Up Your Office Space. method when you wrote them?
Family Balance Sheet
OCTOBER 18, 2019
The journey started in 2012 when we bought an office building for our business and then found ourselves with a lot of debt and not enough cash flow. Our 2019 Financial Goal. We can now move on to other financial goals. How to Achieve Your Financial Goals (tips from the achievers). 2018 Update.
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