We all set goals at the start of the year. How are you tracking towards yours? Today, in honor of Q2 of your financial life coming to a close, I’m sharing my in-depth assessment process and tracking just how I’m doing towards my ambitious goals this year. Come on in, see how I do my assessment, stay tuned for the fun updates, and share with me how you’re doing!
net worth
Peeking Behind The Financial Curtain: CMO Talks Money Details
Today we’re going to peek behind the financial curtain and see the details of how my family analyzes our financial picture to ensure we’re in alignment with our goals. Why? So you can see how one family really does it, and take those ideas back to analyze your own financial picture.
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Knowing Yourself – Your Balance Sheet – 2016 Financial Report
On Monday I wrote about the financial pyramid, and the importance of knowing yourself as the foundation to financial freedom. Today I’m going to talk a bit more about net worth, and share the outcome of my quarterly net worth process. I wrote a bit about my quarterly net worth process before. To be honest, I’m […]
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My Quarterly Net Worth Process
I remember sitting in my condo many years ago, creating an Excel spreadsheet of all my accounts. A few months later I was so excited to update it, convinced that riches would soon be mine. But no – I think it had gone up by a few hundred dollars. Then again a few months later […]
