Chuck went over every aspect of my finances. His strategies for helping me tackle debt and build budgets made me confident in my financial situation. He made sure to take all possible expenses into account and was patient with me while we came up different ways I could save. It shows that he truly cares about his clients and I’m so glad to be able take control of my finances again. I highly recommend going
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My meeting with Chuck was great! He helped me come up with a strategy to get out of debt in a short amount of time, which was something I truly didn’t see as possible before our meeting. He answered all of my questions, and he was extremely patient as I tried to understand everything. I highly recommend using Capital Budget Strategies for assistance in developing your next financial plan!
Thank you for helping create a path for success for me financially…. The world is blessed to have people like you.
It was so helpful for us to just sit down with you and get on the same page, both psychologically and financially. It’s really illuminating to really see where our money goes vs where we would like it to go. I’ve also been using your quote to my friends, “every dollar has a job”. Thanks again and looking forward to doing the work!
{…}I did not really know what to expect from this, but after our session I was really impressed with what I had learned. After loosing my job I had built up quite a large amount of credit card debt. Chuck helped me develop a plan not only how to get out of debt but how to save money for future problems and future expenses. I definitely recommend this to anyone who has trouble with their
{…}Our time with Chuck was priceless! He is so helpful at strategizing and planning financially, and generally a pleasure to work with. I highly recommend his services— whether you’re in dire straights or just want to make sure you have all of the knowledge you need to live financially comfortably.
Thanks Chuck! We’re feeling great about the meeting and we finalized our budget for the first time today. Thanks for all of your help!
{…}I didn’t think I could get much for $149. I was expecting a canned group presentation or a quick presentation. Chuck gave us 5 hours of hard analysis, instruction, and left is with a very workable budget. His techniques are sound and easy to implement. I highly recommend his service. He didn’t try to sell is anything additional services, but I won’t hesitate to use him again.
{…}Chuck came by our house and spent 5 hours with us going over our finances and showing us the way to financial freedom. He knows his stuff, having been a financial crimes analyst for the Army, DoD and CIA. He showed us a path to retirement that is already helping. He’s well organized and methodical, and easy to get along with. We’re already looking forward to our follow up meeting with him in 3 months.
{…}I was feeling beaten down and full of self loathing for the situation I had got myself in. After meeting with Chuck I thought there was some light at the end of the tunnel. Writing everything down and looking at it as a whole gave me a better perspective and was feeling very hopeful when I left. I highly recommend his services.