“Highly recommend Charles- I didn’t expect to actually enjoy talking about finances, but here we are. He’s patient (really patient), funny, and incredibly helpful. What could have been overwhelming felt calm and even empowering. He took the time to walk us through everything without ever making us feel behind or confused. It’s clear he cares about people and their financial planning.
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APRIL 2026, S.W., FORT RILEY, KS
“Charles brings an exceptional level of expertise and insight, making the entire experience both smooth and genuinely valuable. He took the time to ensure I was set up for long-term financial success, not just short-term gains. On top of that, his pricing is incredibly competitive—hard to find this level of quality at such a great value. Highly recommend—10/10.
{…}APRIL 2026, D.M., ROUND ROCK, TX
“Thank you again for this! You have forged a new path for us and I’ll be forever grateful. We may have follow up needs or questions so you may not be rid of us just yet but we made some moves with investments this week and are preparing to set up our Capital One accounts. It’s been life and marriage changing already and we are just beginning.
{…}Helping Young Families Address the Hard Financial Questions
A beautiful personal note from a client: “Chuck, Thank you again for this! You have forged a new path for us and I’ll be forever grateful. We may have follow up needs or questions so you may not be rid of us just yet but we made some moves with investments this week and are preparing to set up our Capital One accounts. It’s been life and marriage changing already and we are just beginning.”
{…}Your First Real Job? Set up a Budget, Quick!
Did you just begin your first “real” job with decent pay? Time to set up a Budget, quick! A recent client just began her legal career at a law firm. After graduating law school, passing the bar exam, she now is getting a decent paycheck. But, with good pay comes many decisions, such as: Should I buy a condo? Can I get a new car? What about school loans? What is a 401(k) retirement plan
{…}MARCH 2026, L.F., AUSTIN, TX
“I can’t say enough good things about Chuck and his services – from his knowledge of budgeting strategies and his kind and caring approach – it makes the experience of working with him well worth it! I highly recommend reaching out.
{…}Do You Need Umbrella Insurance?
You probably need umbrella insurance if you have assets over $500,000, own rental property, have teenage drivers, plan to greatly increase your income some day or have a home pool, a trampoline or a pit bull. Capital Budget Strategies, LLC, Austin’s best Financial Coach, has many ways to help you organize and protect your money, create a Budget and Emergency Fund and help you set up a Snowball Debt Repayment Plan if needed. The term
{…}FEBRUARY 2026, B.N., AUSTIN, TX
“I recently had the pleasure of meeting with Charles to discuss my finances, and I can honestly say it was the best decision I’ve made in years when it comes to getting my financial life organized. Charles was incredibly helpful, patient, and genuinely caring. He truly values the people he meets with and I felt that throughout the entire session. He’s not only extremely knowledgeable, but he has a real talent for explaining complex concepts
{…}Ready to Get Serious About Your Personal Finances?
Are you ready to get serious about your personal finances? Let 2026 be the year you get organized and take control. We can help end your financial stress! Capital Budget Strategies LLC, Austin’s best Financial Coach, is here to help. For only $149, we will meet with you one-on-one via Zoom Video Conferencing and do a “deep dive” into your finances. Many of our clients make a decent income, but they just do not have
{…}JANUARY 2026, J.W., AUSTIN, TX
“I am so grateful for the expertise, patience and care that Charles Mitchell showed during our session. He has a non-judgmental and impartial approach to personal finance, and I now feel equipped to manage my financial life moving forward. I enthusiastically recommend him to anyone looking for compassionate guidance.
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