Do you need an Austin Money Coach?
Chuck, known as Austin Best Financial Coach, served as an Infantry Officer during two combat tours (28 months) in Iraq. Once at a “phone bank trailer” set up for Soldiers in Baghdad, Chuck overheard a young Soldier arguing with a collection agency long distance!
Convinced this was the last thing a Solider in a combat zone needed to worry about, Chuck waited for the Soldier outside and offered to help.
Working together, they created a personal budget, set up a Snowball Debt Repayment Plan and initiated monthly deposits into the military’s Thrift Savings Plan (its version of a 401(k) retirement plan).
By the time their unit returned home to Fort Hood, Texas, the young man was debt free, staying on budget, building a retirement account and had money in the bank!
As we know, Austin, TX is booming! It is now home to many Fortune 500 corporations, newly-formed small businesses and successful tech start-ups. Unfortunately, many employees of these Austin companies are burdened by large college loans, credit card debt or just plain poor financial decision making.
It does not help that most people never learned the basics of personal finances in school, including how to create and follow a household budget.
That is why they need the best Financial Coach in Austin!
After retiring from the US Army and moving to Austin, Chuck formed Capital Budget Strategies, LLC in 2016. As Austin’s best Money Coach, he now helps anyone organize their personal finances. Clients include newlyweds, recent graduates, students, young single employees, older couples and, of course, first responders and military personnel.
The process is simple, easy to follow and only $149!
Working together, Chuck and his client first determine their “true” net worth, review spending habits (including short and long-term expenses), discuss the importance of an Emergency Fund, and figure out their exact income.
Next they review all debts (school loans, car payments, credit cards, personal loans, etc.) and create a Snowball Debt Repayment Plan. Having a repayment plan allows the client to predict exactly when they will become debt free!
Lastly, and most important, they set up a household budget – the first step in gaining financial control. We promise, the new budget will be easy to follow and live with!
During the approximately 4-hour session with clients, Chuck also provides education and tips on how to organize finances and keep spending under control.
By changing a person’s financial outlook and the way they “think” about money, it is easier to keep their previous “bad” financial habits under control as they begin their journey to financial independence.
In addition, Capital Budget Strategies, LLC offers speakers and workshops for Austin corporate events, religious groups, clubs and all public or private organizations. We come to your location to “teach and train” how to build and follow a financial plan.
Using Capital Budget Strategies, LLC, Austin’s best financial coach, will change the way you view your finances and will set you on the road to financial security.
Austin’s best financial coach is Capital Budget Strategies, LLC!
A State of Texas-designated Veteran Owned Business.
As Austin’s best financial coach, our goal is to provide every client a path to become, and remain, debt free and gain the peace of mind that they, their families and their assets are protected.
Who Needs an Austin Financial Coach?
Our clients would have a job and income, but simply lack the basic understanding of household budgeting, debt control and how to save.
Sorry, but we are NOT appropriate for individuals facing serious debt trouble, involved with collection agencies, bankruptcy, legal proceedings or IRS actions.
Our Austin financial coaching services would be the perfect wedding or graduation gift
to ensure newlyweds and recent grads start their new lives/careers off with a plan for
their finances and debt management.
Please note, we offer financial coaching and education. We do not provide legal or investment advice or any financial service.
Our services start at only $149 and are pressure-free because we do not work for commissions, we do not sell any financial products and will never make follow-up phone calls for more business!