Very knowledgeable, efficient and to the point, identifying strong points and areas to achieve priority goals. Just the coaching I needed!
Articles
Build a CD Ladder With Your Pandemic "Bonus"
Some lucky people were able to save cash during the pandemic. Guess they were actually working and not shopping online like the rest of us. Capital Budget Strategies, LLC, Austin’s best Financial Coach, has some ideas what do with your cash right now. First, pay off your credit cards and other debts. While you could earn 1.5% in an online savings account, your Visa is costing you 18%. Second, set up an Emergency Fund. If
{…}End Your Financial Stress With Austin's Best Financial Coach
Can you use some expert advice on how to get finally organized? Do you have a decent income but no budget, no idea where your money goes or what bills to pay off first or how much house you can really afford? Capital Budget Strategies, LLC, Austin’s Best Financial Coach, can help you rid your life of financial stress and help you make decisions based on your actual financial situation. During a one-on-one Zoom Video
{…}JUNE 2022, S.S., AUSTIN, TX
Very happy with the experience. There was some review of concepts with which we were already familiar. But it was well worth the time anyway. The most important part for me was validating and confirming the difficulties I had always had with budgeting, and getting an objective 3rd-person perspective to identify the areas where we need to reduce spending, i.e. where we’re spending more than average. Also, getting a well-defined accounting strategy to help two
{…}What a Financial Coach Can Do for You
Ever wonder what a Financial Coach can do for you? Capital Budget Strategies, LLC, Austin’s best Financial Coach, has been organizing finances for clients since 2016 and we can remove the financial stress in your life! Though we are based in Austin, Texas, we conduct all our one-on-one sessions via Zoom Video Conferencing, so you can be located anywhere. We even worked with a US Soldier deployed to the Middle East. Our cost is only
{…}Austin's Best Financial Coach - Our 27th 5-Star Review in a Row
Capital Budget Strategies, LLC, Austin’s best Financial Coach, just received our 27th 5-Star Google review in a row! We are in the business of helping clients organize their finances, get out of debt and end the financial stress in their lives. Because we use Zoom Video Conferencing, we can help clients from anywhere. For only $149, we work with you one-on-one to create a monthly personalized budget, an Emergency Fund, review your spending and saving
{…}MAY 2022, A.C., SAN ANTONIO, TX
Chuck was great to work with! We met for an in-depth review of my finances. He is very knowledgeable and passionate about helping people understand the path to financial success. He helped me build a realistic budget strategy and gave me simple, practical tips to help me reach my financial goals. Can’t recommend him enough!!
Are You Saving Enough?
Are you saving enough to protect yourself and your family from any downturn in the economy? Or to fund your retirement? Most financial experts agree you should be saving a minimum of 15% of your income in your employee retirement account (commonly a 401(k)), a personal IRA and/or a brokerage account. Remember, you are funding your own retirement and no one else cares as much as you should. Capital Budget Strategies, LLC, Austin’s best Financial
{…}Our Austin Financial Coach Explains Employer Retirement Plans
The Austin Financial Coach at Capital Budget Strategies, LLC, Austin’s best Financial Coach, advises clients to get to know their employer’s retirement plan, usually called a 401(k) in for-profit companies and a 403(b) for non-profits and government agencies. (The names relate to the US tax code sections that created these programs). Here is how it works: You select either a specific amount or a percent of your paycheck (called a “contribution”) that will be placed
{…}APRIL 2022, A.& T, AUSTIN, TX
My fiancée and I were looking for an in-depth financial review prior to combining finances. Charles’s service covered all of our questions and more. The service helped us identify areas to improve and also established a plan to meet short and long-term goals. He was very insightful and encouraging. Thank you for everything Charles!