Build Systems

When it comes to managing my money, building the right system has saved me time, headache, and stress when it comes to knowing what to do.

Whether it's drawing a simple financial map to managing our net Worth Excel spreadsheet – having the right system is key.

I didn't happen upon our system by accident. It has been an evolution over years and continues to grow as our financial lives grow.

The resources below can help you build your own financial system to help you better manage your money.

Building Your Financial System

Drawing Your Financial Map

At one point, I once had over a dozen checking accounts. I was doing reviews for my previous personal finance…

Keep Track of Your Finances

How We Track Our Net Worth

There are a lot of tools out there to help you track your finances. Most arrived after I started working…

Build Systems:

What is a Voided Check?

When I first started working, I remember the HR director ask me for a “voided check.” It sounds silly when…

What is a Certified Check?

The first time I'd ever heard about a certified check was when we bought our first house. We were supposed…

As Seen In: