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
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
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
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.