Reviews

“Chuck was extremely professional and clear. He was able to frame my financial situation in a digestible and relevant manner. I highly recommend his services to anyone, regardless of their financial situation.

“This was our first meeting with Mr. Charles Mitchell. It was so enormously helpful to our understanding of what we needed to do to achieve financial freedom, reaching our goals and having financial stability for our future. Thank you so much to Chuck (Mr. Mitchell) for spending quality time with us and fully understanding how to help us. The tools Mr. Mitchell gave us were very comprehensive and he explains everything with ease and on

“Chuck was very detailed and gave me some good tips to get my finances on the right track. He was also very kind in his approach and made me feel more comfortable discussing a stressful topic. Thank you, Chuck!

“Chuck LITERALLY changed the way I view my finances! He broke everything down in a way that I could understand. He helped me get my confidence back regarding financials. There is nobody better! 10 out of 10 recommend!

“Absolutely loved working with Chuck. He was very encouraging and helped us be realistic with how we create a budget and have very targeted advice to help us make a plan to achieve our financial goals. He was super patient and I’d recommend him to anyone looking to better understand their financial situation.

“I had an initial session with Chuck about 2 years ago. He was so helpful in setting me up with a realistic budget and simple plan to meet my goals! I recently started a new job and wanted to review my retirement options with him, so we met again. He was so helpful and patient as we went through the different scenarios. You will leave your session with him feeling more knowledgeable and in control

“I recommend this course to everyone! It’s a no-brainer that you will get so much more out of it then what you put in. “I consider myself financially literate but have never really been good with a budget. In today’s environment where cash is an afterthought, I always found it difficult to budget using credit cards, and that is just one area where Chuck’s course exceeds expectations. Chuck started by helping us understand our full

Our 42nd 5-Star Google Review! “We highly recommend Capital Budget Strategies as a great starting point for taking control of your finances. Not only was Charles as knowledgeable and thorough as we had hoped, his patient and nonjudgmental manner put us at ease and made the experience much less stressful than we thought it would be.

“Charles was wonderful, knowledgeable, relatable, calm, and helpful. I knew some of the tasks already, but I wasn’t implementing them and he helped with new strategies for saving and tackling debt. The worksheets really helped us see what we had and where it was going so that we could start changing our spending.

“As we were searching hundreds of options available for a personal finance coach, there was one who stood out above all else, and we wouldn’t change a thing after the time we spent with Charles. All of the amazing reviews for Capital Budget Strategies hold true, shown by the kindness and patience he gave over a four hour span. Charles was able to meet with us via Zoom, on a Saturday (which I found to