I'm looking to put together a simple EOY powerpoint that highlights our family's financial position in terms of spending habits over the last year as well as NW and asset allocation. It would mainly be used as a check to make sure my wife and I are on the same page, but also to keep her in the loop incase something were to happen to me (as I tend to handle our finances). I swear I've seen some templates and examples of this put together by some rockstar ex-consultants/ibankers a few years ago, but I'm struggling to find them at the moment. Does anyone have a link to an example they've found useful or should I just start from scratch? Thanks.
Statistics: Posted by buzzz_buzzz_buzzz — Thu Jan 18, 2024 5:22 pm — Replies 1 — Views 128