Do You Need an Austin Financial Coach?

How do you know if you need an Austin Financial Coach? Take this quick test to find out:

Question 1: Do you ever feel anxious or worried about money?

Question 2: What is the current value of your Emergency Fund?

Question 3: Have you ever missed a monthly debt payment?

Question 4: What percentage of your income do you spend on debt?

Question 5: Do you have a plan to pay for future expenses, such as real estate taxes, your next car or holiday gifts?

If any of these questions made you nervous, it is time to act like an adult with your money. Please contact Captial Budget Strategies, LLC, Austin’s best Financial Coach.

For only $149, our Austin Money Coach will sit down with you and all your financial documents and finally get you organized. Working together, using plain English and an unbiased approach, we will determine your true Net Worth, analyze your spending, set up a Household Monthly Budget, an Emergency (aka, “Survival”) Fund and a Snowball Debt Repayment Plan. Next, we will give you an idea how well you are doing saving for retirement. Finally, we will review your bank accounts and introduce you to on-line banking.

Our $149 cost includes your initial session (usually about 4 hours) AND one follow-up session at the 1, 3 or 6 month mark to see how well you are doing.

We can meet at your office, your home or our home-office in Central Austin. We can meet during the day, in the evening and even on weekends.

Give us approximately 4 hours and begin your journey to financial security and winning your retirement.