Quarterly Financial Reviews: How My Wife and I Stay on Track to Hit Our Goals

Once every quarter, my wife and I get together to review our family finances. We do this mainly to keep our spending and investments aligned with our goals. But it also helps us to get on the same page, to exchange financial knowledge, and to make important decisions together. It took us a couple of iterations to arrive at the current process, which is broken down into four steps, takes us less…