Reviews

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.

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