So, what is the best stocking stuffer in Austin? A gift certificate for a one-on-one session with Austin’s best Financial Coach at Captial Budget Strategies, LLC.
Maybe someone on your list makes a good income, but just cannot seem to keep their finances organized. Maybe they have school loans, credit card debt or a house payment they cannot manage. Why not provide some help?
For only $149, our Austin Money Coach will help determine their true income, build an Emergency Fund and Monthly Budget and discuss the importance of saving for long-term expenses. We will also review all debt, including school, credit cards and auto loans, and set up a Snowball Debt Repayment Plan if needed.
The $149 includes one additional follow-up financial session at the 1, 3 or 6-month mark to check on their progress and answer any questions.
Our Austin Money Coach meets via Zoom Video Conferencing, so your friend can be anywhere there is an Internet connection. We provide an unbiased, honest assessment of their current financial situation and give advice on how to make and follow a financial plan. Our sessions last approximately 4 hours and are pretty intense, so be ready!
Together, using our 2022 Financial Workbook©, we work through a series of 8 financial worksheets on screen. Each step is explained in plain language, making it easy to understand and follow. At the conclusion of the session, your friend receives the 8 completed Financial Worksheets to monitor progress and their new monthly budget in fillable pdf format. Finally, they receive a personalized summary of the session with specific ideas and recommendations to improve their financial standing.
Give the gift anyone can appreciate: the gift of financial security. If you are finished shopping, why not treat yourself to a session?
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