Our office recently held our annual Secret Santa gift exchange. Along with the usual Luby’s Gift Card, Violet Crown tickets and a meal of HEB groceries – we voted that the best gift in Austin was a “gift session” with Capital Budget Strategies, LLC!
Capital Budget Strategies, LLC, Austin’s best budget coach, is not an investment firm – we do not make commissions by talking you into buying mutual funds or junk bonds. We don’t try to sell you stocks, munis or TIPS. In fact, we won’t try and sell you anything! We are a fee-based “financial educational company” that helps YOU invest in yourself.
Capital Budget Strategies, LLC provides financial knowledge so you can finally control your own destiny, rather than being controlled by Visa, Master Card, Wells Fargo or Bank of America.
We teach our clients to become financially independent by paying off debt, building an emergency fund, living below their means and building and following a personal budget.
Our process is simple. We sit down with you – or your family, your office, your company – in your home or business, or the local Starbucks, and review your finances one-on-one and step by step. We call it the “Crawl, Walk, Run” method to freedom!
We review and discuss your pay statements, credit card bills, bank statements, mortgage or rental payments, student loans, savings, retirement, etc. and determine your current “net worth.”
Then we find your total monthly income and compare it to your total monthly expenditures. We then discuss what you are actually spending to what is recommended you spend in certain areas. For instance, if you are paying 45% of your income on housing, we either need to find you a roommate or a moving van!
Finally, we build you a realistic, personal budget that will set you on your way to financial freedom! We give you the tools, the education and the confidence to reach your financial goals.
Wow – this is the BEST gift in Austin!
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