Austin’s best, and most affordable, Financial Coach is Capital Budget Strategies LLC. The “other” companies have a secret – they require you to “sign up” for a year or more of financial meetings. That gets really expensive, so you are spending money to organize your own money! Yikes.
Our Austin Financial Coach works differently and is way less expensive. We believe once a client actually “sees” his or her current financial situation on paper, they will decide to take charge and spend more time overseeing their money. And we will teach you how and give you the tools to be successful.
For only $149 (25% discount for cops, firemen, nurses, teachers, first responders & military), Capital Budget Strategies, LLC will meet with you one-on-one via Zoom Video Conferencing. Therefore, you can sit right in your own kitchen or office for the session.
Together we work through several worksheets and determine your Net Worth, review and analyze your spending and saving habits, build an Emergency and Survival Fund and create a personalized monthly Budget to meet your goals. Finally, we will build a Snowball Debt Repayment Plan, if needed, to organize your debt repayments.
The worksheets and Budget are sent to you to keep track of your progress. The Budget is in Fillable PDF, so you can easily make changes and the Budget automatically updates.
We also discuss social security, employer retirement accounts, IRAs and credit scores. Lot of great information!
Be ready, our sessions are approximately 4-hours and are intense! But by the end, you will be organized and have the knowledge and Budget to stay on course. And of course, our price includes one free follow-up session, usually at the 1, 3 or 6-month mark. Plus, you can call anytime at no charge to discuss ideas or ask for recommendations.
As our Money Coach says, “Time to be an adult with your money!” We can help you win your retirement.
Not yet convinced? Check out our 53 5-Star Google reviews.
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