Who We Are And What We Do

Spending is not about money, it is a reflection of what is important to you. And discovering what is important to you makes it easier to spend wisely so you can live wealthy. Our mission is to empower people to achieve their goals through self discovery and accountability. Our vision is to transform the lives of millions people through the development of healthy spending habits.

Showing you how to achieve your short term financial goals is our purpose. Whether you want to pay off debt, save for a house, build emergency savings, save for college, save for retirement, buy a car, travel more, start a business, streamline your business, organize your finances, or build a strong financial foundation, we are here to encourage you to achieve your goals so you can have financial peace of mind.

Dr. Budgets is based in San Diego, California, but works with a variety of clients nationwide. If you are ready to take the next step, click here to schedule your complimentary consultation today!

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Our process is 99% paperless to reduce our impact on the environment. We are striving to be as green as possible, so your suggestions for improvement are always welcome!

Every new spending plan completed helps fund financial literacy at San Pasqual Academy.

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Meet the Team

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Daniel Rodriguez – CEO | Money Coach

Dr. Budgets was founded because Daniel realized many people struggle with creating healthy spending habits. They don’t know how to change their current patterns to support their goals, and would love the help of an actual person to show them how to plan, spend money, and save money. They want someone to keep them on track, hold them accountable, and encourage them so they can achieve their financial goals.

Due to Daniel’s background in personal finance, accounting, and business sales, his clients really profit from his well-rounded understanding of their personal and business needs. His non-judgmental and confidential approach makes the process easy and enjoyable.  Daniel is passionate about what he does, and he enjoys creating spending plans that his clients can implement immediately and sustain for the long run.

Daniel Rodriguez was born and raised in San Diego, CA.  He graduated cum laude from San Diego State University with an undergraduate degree in Business Administration (emphasis in Accounting).  He earned his Master’s degree from SDSU in Financial and Tax Planning, and was honored as the Outstanding Graduating MSBA Student by the SDSU Finance department in 2007. He has worked for Qualcomm, PricewaterhouseCoopers, ING, Northwestern Mutual, and First Choice Business Brokers

Thanks to Daniel’s bilingual parents, he is fluent in three languages (English, Spanish, and German). When he is not helping his clients achieve their goals, he loves to travel to Europe, spend time with his family, play disc golf, play tennis, and root for the SDSU Aztecs basketball team. Daniel and his wife live in San Diego with their energetic boxer Benny.

Daniel Rodriguez's Awards, Education and Experience

  • Money Coach since 2013
  • Seven years of experience as a financial advisor
  • Bachelor’s degree in Accounting (with honors)
  • Master’s degree in Financial & Tax Planning (2007 Outstanding Graduate Award)
  • Distinguished Service Award – Bronze (Alpha Kappa Psi)
  • Has served as President of Alpha Kappa Psi, LeTip – Downtown, and BNI – Carmel Valley
  • Author of Ten Ways to Save $10K eBook
  • Trilingual (English, Spanish, German)
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Jeannie Rodriguez – Director of Client Experience

When you hire Dr. Budgets, your experience involves more than just a spending plan and monthly coaching.  Jeannie is the essence and creative talent of Dr. Budgets.  She is the behind the scenes whiz who assures that everything presented is of high quality, straightforward, and appealing.

Jeannie has served in marketing and business development positions in commercial real estate and construction.  Her background in these fast paced industries has refined her communication style to be concise and clear, while developing the skills to present lots of potentially confusing information in an engaging manner.

Jeannie was born in Sioux Falls, South Dakota, but has lived in San Diego since she was about a year old when the Navy relocated her family to the area.  She attended the San Diego School of Creative and Performing Arts from fourth through twelfth grades, where she developed a love of the arts.  She graduated from San Diego State University with a degree in Sociology.

In her spare time, Jeannie enjoys painting and being creative.  She has updated every room of her condo at least once since moving there in 2005.  She also loves to entertain friends at her home, whether it is a game night, a ladies happy hour, or a BBQ.

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