Terrific systematic thinker with very practical approach to budgeting and money basics. Chuck is down to earth while also bringing his extensive experience into play when thinking through questions and challenges with me. Even though I have an MBA, I appreciate having a high integrity planner thinking with me as I keep trying to optimize my various business activities. We meet quarterly. He keeps me on track.
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Best Way in Austin to Keep Your 2018 New Year's Resolution
People in Austin are wondering what could be the best New Year’s resolution for their financial future. How about spending $149 to finally get your finances organized? Capital Budget Strategies, LLC, Austin’s best money coach and financial advisor, will sit down with you, your financial statements, pay stub, savings and checking account statements, your student loans reports, your credit card bills and help you finally get organized! First, we determine your net worth, then we
{…}Austin's Best Holiday Gift is the Gift of Financial Freedom
Austin’s best holiday gift this year is the gift of financial freedom! Second best is that Sock Monkey that looks like Prince Charles at the shop on South Congress! Remember how long it took you to pay off your credit cards from last year’s holiday shopping in Austin? If you said anything past January 2017, we need to talk! People in Austin buy gifts all year long – Christmas gifts, Hanukkah gifts, birthday gifts, graduation
{…}Austin Financial Education Lectures for Corporate Offsites
A two-hour financial education lecture at your Austin company’s offsite is a win win for any Austin business. While your employees learn how to organize their finances, they will worry less about their finances and be able to concentrate on their work! What a great employee perk! Capital Budget Strategies, LLC, Austin’s best financial advisor and money coach, offers group lectures to companies, private organizations, religious groups, clubs and even book clubs. We teach your
{…}Voted Best Money Coach in Austin
The staff at Capital Budget Strategies, LLC has once again voted Chuck as the Best Money Coach in Austin. Having earned an MBA and a JD, Chuck is currently enrolled in the challenging Certified Financial Planner (CFP) Program at the University of Texas at Austin. You can have the services of Austin’s best financial advisor and money coach for only $149. Chuck will sit down with you, your financial documents, credit card statements, pay stubs
{…}Free Financial Education Class at Austin Public Library on November 29th
Time to be an adult about your finances! Austin Public Library will sponsor a free financial education class at the Howson Branch, 2500 Exposition Blvd on Wednesday, November 29, 2017 from 6:30 – 8:30 PM. A Money Coach from Capital Budget Strategies, LLC of Austin, will provide instruction on how to build a personal budget, create an Emergency Fund, discuss ways to pay off credit card debt and build your financial confidence. The Money Coach
{…}Austin's Best 2017 Black Friday Deals
Get ready Austin because Black Friday is almost here! Capital Budget Strategies, LLC, Austin’s best financial advisor and money coach, wants you to remember the bills from your 2016 holiday shopping experience. Sorry. How much did you spent on gifts last year? Wouldn’t it be nice to have that money sitting in an Emergency Fund or a Roth IRA right about now? Be honest, did your sister-in-law’s family, and their pets, really need those matching
{…}Austin's Best Holiday Gift Guide
Can it really be that holiday gift giving time in Austin already? Don’t you wish you could give everyone a list of things that you really want for the holidays? Austin’s best financial manager and money coach at Capital Budget Strategies, LLC, can bring the gift of financial freedom to everyone one on your gift giving list! For only $149, we will sit down with your student, son, daughter, newlywed, spouse or co-worker and review
{…}Austin Best Financial Advisor and Money Coach Invites You to "Take the Credit Card Challenge!"
For only $140, Capital Budget Strategies, LLC of Austin, TX will help you set up a personal budget, an emergency fund, a Snowball Debt Repayment Plan and start saving for retirement! Time to be an adult about your finances!
{…}The Best Way to Get Financially Organized in Austin
OK, so you have a job, a pretty good income and you live in Austin, Texas! What could be better? How about living without fear of your finances? I get it, many successful Austin employees are way too busy to sit down every month to pay the credit card bills, school loans, mortgage or rent and start saving for the future. Too much to worry about. Capital Budget Strategies, LLC, Austin’s best Financial Advisor and
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