“As we were searching hundreds of options available for a personal finance coach, there was one who stood out above all else, and we wouldn’t change a thing after the time we spent with Charles. All of the amazing reviews for Capital Budget Strategies hold true, shown by the kindness and patience he gave over a four hour span. Charles was able to meet with us via Zoom, on a Saturday (which I found to be pretty rare in the field, and this was important to our work schedules) as we went line by line through our expenses. He showed dozens of examples and use cases to help answer the ‘why’s’ as he tailored a budget that would work for our family. We are excited to take on the roadmap that he has laid out clearly for us. He has made it clear that he is available for any future help or questions we might have, and we suddenly don’t feel so hopeless for our financial future. This is something we should have done a long time ago.”
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