Reviews

Chuck was absolutely amazing!! Dealing with finances can be very stressful and intimidating. He was very patient and nonjudgmental. I asked as many questions as I needed and he answered everyone of them for me. He took me step by step to get me to my goal. I am very grateful for the time and compassion he showed me. I feel empowered to take my debt on and live a life of financial freedoms. I

Chuck is great and really good at quickly figuring out your knowledge level about money, savings, and investing and quickly tailors the experience to you. He helped me create a budget, make a plan for paying off my debt quickly and efficiently, and also helped me look at options for different types of retirement savings accounts. He is a great value and I would recommend his services to anyone who needs a financial “check-up”.

So impressed! Met with Chuck at our home over the weekend. We had all our bank and credit card statements available. Chuck methodically walked us through the worksheets and would not move forward until we completely understood each step of the process. This really opened our eyes to our money situation. We put together a new budget and set up a “snowball” credit card payment plan, which should put us out of debt within 24

I didn’t have a big debt problem – just have lots going on with my finances. Good job, some debt and no idea how to get organized. Met with Chuck and found him to be super guy – smart, very organized and ready to assist. For a mere $149 and a few hours, I now have a budget that I use and a “snow ball” debt repayment plans for my credit cards, car loan and

Met with Chuck a few months ago and set up an appointment for a review of my progress. I felt I was doing fine and the process we initially set up is working. I was promoted at work (yeah!) and had extra income to put towards my credit card debt and student loans. Had a second visit with Capital Budget Strategies and we adjusted my budget to figure out how much more i could add

Terrific systematic thinker with very practical approach to budgeting and money basics. Chuck is down to earth while also bringing his extensive experience into play when thinking through questions and challenges with me. Even though I have an MBA, I appreciate having a high integrity planner thinking with me as I keep trying to optimize my various business activities. We meet quarterly. He keeps me on track.