Are you saving enough to protect yourself and your family from any downturn in the economy? Or to fund your retirement?
Most financial experts agree you should be saving a minimum of 15% of your income in your employee retirement account (commonly a 401(k)), a personal IRA and/or a brokerage account. Remember, you are funding your own retirement and no one else cares as much as you should.
Capital Budget Strategies, LLC, Austin’s best Financial Coach, will help you meet the 15% goal. The key is to get organized and find the areas where you can cut back.
For only $149, our Money Coach will meet with you one-on-one in a Zoom Video Conference Financial Review session. We will determine your Net Worth, review your spending and saving habits, set up a savings program for long-term expenses (such as real estate taxes, holidays gift giving, your next car, etc.) and set up an Emergency and Survival Funds. We will also review your retirement savings.
Finally, we will take all this information and create personalized, monthly household Budget. At the end of the session, you will receive a fillable, pdf new Budget to track your income.
Our sessions are pretty intense, but you will learn everything you need to know about personal finances. Don’t worry, we go step-by-step and fully explain everything in plain English.
The cost includes one additional follow-up session at the 1, 3 or 6-month mark to check your progress. In addition, you can always contact us with questions.
If you are stressed about your finances, contact Capital Budget Strategies, LLC and let us help you get financially organized.