Capital Budget Strategies, LLC, Austin’s best Financial Coach, is offering an “End of COVID Financial Review Special,” (because hopefully we are near the end!) This individual, one-on-one, 4-hour sessions with our Financial Coach is only $149. (Only $99 for military, first responders, teachers, medical personnel and retail workers!) The price includes one follow-up visit at the 1, 3 or 6-month mark to see how well you are doing.
If you were employed during the pandemic, you may have extra savings because you (hopefully) avoided restaurants, concerts, vacations, movies, etc. But now is a great time to put that money to good use.
Because our sessions are currently conducted via Zoom Video Conferencing, you can be anywhere. Our Money Coach recently conducted a session with a woman in Austin, Texas and her deployed fiancé in Kuwait.
Be ready, our sessions are pretty intense! We begin with a short review of money fundamentals, then conduct a complete, honest and unbiased review of your finances. We look at your income, expenses, savings, legal documents and banking. Together, we also complete the 8 Financial Worksheets in our 2021 Money Workbook© to obtain your actual financial numbers.
We WILL:
Determine your Net Worth
Determine your true income
Review your spending habits
Calculate your total Debt
Create an Emergency Fund
Build a personalized, monthly Budget
Introduce you to online banking
Advise you on Life Insurance
Advise you on legal documents, including Wills, Power of Attorneys and Living Wills
Review your retirement savings
Set up long-term expense accounts
Set up a Snowball Debt Repayment Plan, if necessary
Discuss the important of “freezing your credit”
Provide advice on improving your financial standing
Provide a written summary of our session
Provide your new Budget in “fillable pdf” format
We will NOT:
Question your financial goals
Dwell on past financial mistakes
Try to sell any financial product
Charge any hidden or additional costs or fees
Require costly, follow-up sessions
Require a long-term contract
Celebrate the End of COVID” with a new financial you! Use this time to finally get out of debt and get financially organized. Contact Capital Budget Strategies, LLC, Austin’s Best Financial Coach, and begin your journey to financial freedom!
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