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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? Has it been smooth sailing?

Office 130
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5 Steps to CRUSH Debt + FREE Debt Payoff Goal Tracker

Family Balance Sheet

Did you make a goal to pay off debt this year? For many years, we made a yearly goal to chip away at our six figures of non-mortgage debt. If debt freedom is your goal , what can you accomplish THIS year? 4 – Break your debt-crushing goals down into timely steps. 1 – Calculate your debt.

Debt 130
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Thankful Thursday | I found a policeman

The Frugal Girl

The officer who informed me about my burnt-out bulb told me that once I got it fixed, I needed to either stop at the police station or find a random officer to sign off on the repair. Sooo, I drove to my next destination and lo and behold, there was an officer just sitting in the parking lot of the shopping center.

Thankful 191
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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Review your Yearly Goals. On January 1st, many of us are very gung-ho about writing goals but are we as enthusiastic about those goals on March 12? 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. Did you use the S.M.A.R.T.

Finance 130
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Designate a Family Office Manager | Marriage & Money

Family Balance Sheet

Chapter 17 in this book is titled, “Why not run the family office?” I realized my role in our family was not just of a wife, mother, and home manager, but also the Family Office Manager. Designate a Family Office Manager. Create your financial goals. Tips for Success as the Family Office Manager.

Office 182
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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
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Spring Clean.Your Home Office

Family Balance Sheet

What does your home office look like right now? As of Wednesday afternoon, my home office looked exactly like the above picture. As soon as I finished the project that was causing much of my mess, I decided that my office needed a good spring clean up. Six Tips to a more Manageable Home Office : 1. once again.

Office 147