Reviews

My fiancé and I cannot recommend Charles enough for the value he has added to our financial knowledge. He was thorough and simplified concepts that at first seemed daunting. We now have an actionable plan for our financial future and feel confident about entering the next chapter of our lives. Thank you so much Charles!

There are not enough words to describe how amazing Charles is and his sincerity. I have been Nervous about my finances but Charles made sure to explain everything and that I’m comfortable discussing my finances. I am really grateful of Charles for taking time to help prepare my budget which has taken the stress away.

My husband and I are still reaping the benefits of your advice over a year later, so I wouldn’t even know how to begin to thank you for your guidance!

Chuck’s manner was such that I was able to ask and answer questions about a distressing topic with ease. He was generous with his knowledge and skills and demonstrated a commitment to my financial success with very practical feedback and suggestions. He mentioned, and then reminded me, he is available for follow-up sessions and has already contacted me to expect a summary of our work and some suggestions of goals that we had discussed and,

“I had a great experience with Chuck. Before the meeting I was very nervous about him seeing my mistakes with my finances. Chuck reassured me whatever happened in the past stays in the past and that I need to move forward. I found out I was in a very decent position to start moving forward with my goal of being financially free. Chuck helped me with a budget and explained everything in detail. This was

“I can’t praise Chuck’s services enough!! He spent 4 1/2 hours with me and my fiancé (who mind you, is currently deployed to Kuwait), via a Zoom meeting. We started the call by describing the anxiety we both felt going into the process of paying off debt, while also creating a livable budget for our family of 6. Chuck presented a 2.8 year plan to completely pay off all of our debt, create savings accounts

I gained way more from Capital Budget Strategies’ Money Map than I thought I could from just one 4-hour session! Chuck helped us build a budgeting strategy that is realistic and practical to help us reach our big money goals. Chuck is very professional and friendly. I would highly recommend his services to anyone!

I wanted to thank you for all your help. I strongly believe we will be benefitting from the learnings from this session for years to come. I have already recommended you to two of my friends, and I’ll continue my pushing ways to get them to follow through for their own benefit. Please feel free to reach out if you have any other program offerings that you introduce in the future.

My husband and I need direction and a plan, Mr. Mitchell was incredibly helpful in sorting through our finances to achieve this goal! Highly recommend his service and expertise to those looking for help. Especially for couples looking to get on the same wavelength, very useful!

Positive: Professionalism, Quality, Responsiveness, Value If there is one thing you can do to understand your finances and financial goals better, let it be talking to Chuck Mitchell! He has a wealth of knowledge and he is passionate about helping the people he works with. You will never feel unheard, steam-rolled or judged. In fact, Mr. Mitchell takes an empathetic approach to a sensitive subject matter and is very encouraging throughout the whole process. He