Capital Budget Strategies LLC, Austin’s best Financial Coach, is offering a Valentine’s Day Special: a financial review for couples for only $99! You’re welcome!
Are you engaged? Recently married? Kids ready for college? Empty nesters? Everyone can benefit from a Financial Review Session. And because it is done via Zoom Video Conferencing, you can do it from your home or office. Sessions can be scheduled any day of the week, including weekends.
Many new couples wonder about how to organize their combined finances, as do many couples who have been together for years. Should you have separate checking accounts? Separate credit cards? How about paying off someone’s college loans? Our Financial Coach will address all these questions and more!
Together, we will determine your Net Worth, examine how you earn, spend and (hopefully) save your money. We will explain the importance of Emergency and Survival Funds and saving for long-term expenses such as a wedding, a house downpayment or school for the kids. We will discuss social security, credit scores and see how well you are doing saving for retirement.
If you have debt, we can create a Snowball Debt Repayment Plan to help you pay off your debts in the quickest way possible, without changing your lifestyle too much. Finally, we create a personalized monthly Budget to help you track your earnings and reach your goals.
But be ready, our sessions usually last 4 hours and are intense! It is not easy to change the way someone “thinks” about their finances.
So, if you are looking for a gift for your Valentine or your newly engaged son or daughter or just want to take financial stress out of your life, contact Capital Budget Strategies, LLC and take advantage of our Valentine’s Day offer.
Roses are red, being in debt makes you blue, so contact us and we’ll help you win your retirement!
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