Reviews

This guy is an angel for God. He didn’t judge me. We went over my expenses, and he gave me the best plan for my situation that we could come up with.

I needed help with my budgeting and with not really knowing where to start Charles was able to explain things easily to me. And presented finances in a way that was not overwhelming and stressful. I feel like I have a much better handle on my budgeting and finances after meeting with him. He is also very personable which made the whole experience more comfortable for me, I look forward to working with him in

Positive: Professionalism, Quality, Responsiveness, Value Charles is a fantastic person and source of knowledge to speak with regarding your finances. My partner and I were looking for a fresh view of our finances – where we are and where we would like to be – as quickly and responsibly as possible. Charles will not only give you ample time to speak with him regarding your situation (3+ hours – WOW total steal), he will help

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!