Reviews

“The best four hours I’ve spent in a while were on a Saturday morning with my wife looking at all our debt and planning our financial future with the help and guidance of Chuck with Capital Budget. I never thought I’d say something like that. I went into it somewhat fearful and hesitant because let’s face it, who really wants to spend a Saturday morning going over all of your past financial mistakes? But by

“Charles is the very best Financial Coach there is! Not only is he over-qualified, he genuinely cares about each client’s success based on his own authentic experiences. Additionally, the inclusive, low-cost of these services have enabled everyone to obtain the very detailed support and actionable/targeted plan provided. Thank you a million times over!

“My wife and I were very impressed by Mr. Mitchell’s in-depth dive into our finances. He provided new tools and understanding to assist us in our goals. I highly recommend this service for people of all income levels.

“Thank you again for all your help. This has been life-changing.

As a recently engaged couple, we were recommended to participate in a financial meeting with Chuck. Going into it, we were both a bit lost on how to handle our joint debt and for most of our relationship have felt that we live above our means for no reason at all. Chuck truly took the time to understand what our goals were, showing no judgement when we got down to the nitty gritty of our

Very knowledgeable, efficient and to the point, identifying strong points and areas to achieve priority goals. Just the coaching I needed!

Very happy with the experience. There was some review of concepts with which we were already familiar. But it was well worth the time anyway. The most important part for me was validating and confirming the difficulties I had always had with budgeting, and getting an objective 3rd-person perspective to identify the areas where we need to reduce spending, i.e. where we’re spending more than average. Also, getting a well-defined accounting strategy to help two

Chuck was great to work with! We met for an in-depth review of my finances. He is very knowledgeable and passionate about helping people understand the path to financial success. He helped me build a realistic budget strategy and gave me simple, practical tips to help me reach my financial goals. Can’t recommend him enough!!

My fiancée and I were looking for an in-depth financial review prior to combining finances. Charles’s service covered all of our questions and more. The service helped us identify areas to improve and also established a plan to meet short and long-term goals. He was very insightful and encouraging. Thank you for everything Charles!

My Fiancé and I had a wonderful experience with Chuck’s program! We learned how to combine our finances, eliminate our debt and plan for a successful financial future together. 10/10 recommend to any young couples or recent graduates.