This log shows all our Family Review meetings over the first 6 months (by month and week).
2025
Q1: Accounts, passwords, budget
Jan
- Week 1 (Jan 5) - Orientation: Obsidian, vault, notes, binder
- Week 2 (Jan 12) - Passwords: 1Password, vaults, logins
- Week 3 (Jan 19) - Accounts: Overview, categories (account map)
- Week 4 (Jan 26) - Budget: accounts, categories; Travel: ideas, links, plans
Feb
- Week 5 (Feb 2) - Flu
- Week 6 (Feb 9) - Flu
- Week 7 (Feb 16) - Statements: emails, downloads, archive
- Week 8 (Feb 23) - Paperless workflow: website, automation
Mar
- Week 9 (Mar 2) - Accounts: Bank, checking, savings; major notemaking
- Week 10 (Mar 9) - Account notes, links, consolidation
- Week 11 (Mar 16) - "What happens when...": obituary draft (placeholder), memorial, cremation, burial
- Week 12 (Mar 23) - Income tax: documents
- Week 13 (Mar 30) - Income tax (IRS): TurboTax & returns
Q2: Documents, websites, apps
Apr
- Week 14 (Apr 6) - Property tax (house): appraisal, tax rates
- Week 15 (Apr 13) - Retirement income: social security, pensions, investments
- Week 16 (Apr 20) - Account websites: insurance (home & auto)
- Week 17 (Apr 27) - No meeting during family visit
May
- Week 18 (May 4) - Account websites: insurance (health)
- Week 19 (May 11) - Consolidated review history, log, actions
- Week 20 (May 18) - Templates: account, review, log, actions, note refactoring
- Week 21 (May 25) - Account views (bases), updated notes
Jun
- Week 22 (Jun 1) - Account websites: credit cards
- Week 23 (Jun 8) - Account websites: car loan, AAA
- Week 24 (Jun 15) - Account websites: AT&T - wireless, DirecTV
- Week 25 (Jun 22) - Account websites: utilities - electric, water
- Week 25 (Jun 29) - Account websites: budget transactions, reconciliation
