by Daniel Rodriguez | Oct 19, 2020 | Organization Tips
My life is built around systems… that’s just how I’m wired. For Dr. Budgets, I have systems for managing potential clients, new clients, and coaching clients. I also have financial systems around the money that flows in and out of the company. On the personal...
by Daniel Rodriguez | Jul 16, 2020 | Organization Tips
An emergency fund (or cash reserve fund) is important to your financial security. I would say paying off high-interest debt and building up an emergency fund are the foundation of your financial stability. This rings even more true during these unprecedented times....
by Daniel Rodriguez | Apr 16, 2018 | Organization Tips
Spring is here! Now is not only a good time for spring cleaning your home, but also for financial spring cleaning. Here are some things to consider when you do your financial spring cleaning: Review Budget (Spending Plan) We are about a third of the way through the...
by Daniel Rodriguez | Jul 30, 2015 | Organization Tips, Videos
By Daniel Rodriguez | Dr. Budgets In this video we show you how to set up your Mint.com account.
by Daniel Rodriguez | Jul 9, 2015 | Organization Tips
When you hire a money coach at Dr. Budgets it is like hiring a personal trainer for your money. As a money coach, we show you how to organize your finances, track the progress toward your financial goals, and hold you accountable. The following tips on how to organize...
by Daniel Rodriguez | Jul 1, 2015 | Organization Tips
In March, we did a Q&A with one of the many professionals in our network – Robert Bennett with Kearny Mesa Tax. This month our theme is “Preparation and Organization,” so we are featuring a Trust, Estate and Probate Attorney who is going to share...
