Planning

One of the best ways to make sure a process works well is to set it up so you don’t have to think about it. There were certain things that I felt we needed to do at regular intervals. These varied by the specific tasks. For instance, I don’t need to review my will every month, But I do need to update and review my budget, Balance sheet and income statements every … [Read more...] about The Monthly Family Meeting

A financial plan is a written set of goals, followed by steps, strategies, timelines and habits for accomplishing these goals. It provides direction, gives you a benchmark from which to evaluate your progress, and helps you prioritize the most efficient use of your financial resources. … [Read more...] about Step 07: Develop a written Financial Plan