Austin's best Financial Coach, build a budget, payoff debt and start saving!  (512) 520-5744 Organize your finances!
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Services

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The Money Map (via Zoom Video Conferencing): $149

We know the feeling of having a great job with a decent income but having no idea at the end of the month where all the money went. Plus, with school loans, credit card debt, rent/mortgage and all the other monthly bills to pay, it is too much to get organized.

In Money Map, we work together to determine your true net worth, analyze your spending, set up a personalized Monthly Budget, an Emergency Fund and a Snowball Debt Repayment Plan, if needed. We even give you an idea how well you are doing saving for retirement.

The price includes one follow-up visit at the 1, 3 or 6-month mark to review your progress and answer all questions.

Our sessions are intense, so be ready! Give us approximately 4 hours and begin your journey to financial security and winning your retirement.

Money Map
services premier money

Premier Money (via Zoom Video Conferencing): $199

Everything included with our Money Map service, plus the added perk of follow-up visits!

We will meet you at the one, three and six month mark to review your progress and answer all your questions. Additionally, we are available for telephone advice anytime!

Premier Money
services one on one

Dollar and Sense Lectures

During our popular Dollar and Sense Lectures, we guide attendees step-by-step through our Financial Workbook, so they leave with an honest overview of their financial situation. Additionally, we discuss ways to lower expenses and increase income.

Dollar and Sense Lectures

About Chuck

Chuck, described as Austin’s Best Financial Coach, has years of experience organizing other people’s money. He holds a BS in Engineering from West Point, an MBA, a JD and obtained the prestigious Certified Fraud Examiner (CFE) designation. He is currently enrolled in the Certified Financial Planner (CFP) Program at the University of Texas at Austin.
Chuck has worked as legal counsel, investigator and senior official investigator for the Office of Inspectors General for the US Army and several Federal Government Agencies in Washington, DC concentrating in financial fraud and other criminal activity.
During the Iraq War he deployed for 28 months, including a tour serving as the Inspector General, Multi-National Force. He was awarded two Bronze Stars for his service.

Austin Money Coach at Capital Budget Strategies, LLC Austin Money Coach at Capital Budget Strategies, LLC

Dollars and Sense Blog

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    How to Keep Your 2023 Financial Resolutions

    People wonder what can help them keep their 2023 New Year’s resolution to get better with their finances. How about spending $149 to get your finances organized? Capital Budget Strategies, LLC, Austin’s best financial coach, …

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    What Can a Financial Coach Do for You?

    You make a pretty good income. But how do you know if you should pay off your credit cards school loans or invest in a 401(k)? What exactly is a 401(k) anyway? Can you afford …

  • Financial Analysts make their money off your commissions Contact Capital Budget Strategies  LLC of Austin TX for  149 flat fee

    Maybe All You Need a Financial Coach

    So you have a great job, good income, a cool apartment, school loans, credit card debt and a date with that new accountant on Friday night. All is going well, except you cannot seem to …

  • Build a personal Survivor s Fund with Capital Budget Strategies LLC

    What is a Survivor's Fund and Why You Need One

    Capital Budget Strategies, LLC, Austin’s best Financial Coach, helps clients get their finances organized. Together, we determine Net Worth, set up savings for Long-Term expenses (like real estate taxes, holiday gifts or your next vehicle), …


Recent reviews

  • NOVEMBER 2022, J.G., AUSTIN, TX

    “The best four hours I’ve spent in a while were on a Saturday morning with my wife looking at all our debt and planning our financial future with the help and guidance of Chuck with …

  • OCTOBER 2022, L.T., KATY, TX

    “Charles is the very best Financial Coach there is! Not only is he over-qualified, he genuinely cares about each client’s success based on his own authentic experiences. Additionally, the inclusive, low-cost of these services have …

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About Capital Budget Strategies, LLC

Building a financial plan

Remember, it is not how much you earn, but how much you save!

As Austin’s best Financial Coach, our training changes the way people in Austin view their finances and sets them on the road to financial security. First, we help clients understand their "true" current financial status. Next we build a personalized budget, start an Emergency Fund, set up a Snowball Debt Repayment Plan and begin the process of saving for retirement.

Capital Budget Strategies, LLC is a Texas-certified Veteran-Owned Business.

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