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Do you agree we need to make enough money to stop our deficit spending and rebuild our reserves?
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NO
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YES
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Do you agree we need $XXX to make up per month to fund deficit spending and rebuild reserves?
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NO
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How much do you think we need?
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YES
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Do you agree that there are three ways to fund our needs: increasing income, reducing expenses, and/or selling the house and living off the proceeds?
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NO
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What other options do you see?
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YES
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Do you agree reducing expenses alone will not fund our needs?
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YES
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Do you want to sell the house to fund our needs?
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YES
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Ok, let's sell the house, use your parents address to keep the boys in WW, and find a more modest place in Montgomery County.
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NO
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Do you agree the only other option is increasing income, since you don't want to sell the house?
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NO
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What other options do you see?
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YES
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Do you agree Steve should not seek a job hoping for more money because he would not vest in his pension?
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NO
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Please explain how this is a good idea.
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Family Financial Plan
