People in Austin are understandably confused about which financial service they want – do they need an Austin Financial Advisor, an Austin Money Coach or an Austin Financial Coach?
Turns out there is no specific definition for these financial titles. Check out the Securities and Exchange Commission website for great information. www.SEC.gov But here is a great way to find out – and save you tons of money (more to put into your Emergency Fund)!
What kind of money advice do you need?
If your very rich, sweet dear old New York City Aunt Agatha, who you never met, passed away and left you $50 million in ATT stock and that beautiful 14-room duplex apartment on the Upper East Side overlooking Central Park, you better get some financial advice ASAP.
In this case, you would want to contact one of the large, national financial firms used to dealing with such large amounts of money and knowledgeable about specific state laws. These firms provide registered, licensed advisors and brokers who can give you “investment” advice and sell financial instruments. These guys work for commission, so keep an eye on them!
If you are a regular Austin employee who has a great job, a decent income, loves Barton Springs and Home Slice pizza, but can’t seem to organize your finances to pay the rent, school loans, credit cards, an emergency fund, holiday gifts and still save for retirement, you would be better off with an Austin Money Coach or Financial Advisor.
Capital Budget Strategies, LLC, Austin’s Best Money Coach and Financial Coach, can organize your finances and put you on the path to financial freedom for only $150!
For $150, our Austin Money Coach will sit down with you do review your money coming in and money going out! Together we review your income, credit card debt, school loans, 401(k), and spending habits. For instance, did you know it is recommended not to spend more than 28% of your income on your housing?
Our Austin Money Coach and Financial Coach will help you set up an Emergency Fund and a Snowball Repayment Plan for those credit cards.
You know you spend $150 each Saturday date night! So next Saturday night, have a Netflix night (no cost) and use that date money to make a date with Capital Budget Strategies, LLC, Austin’s best Money Coach and Financial Coach!
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