What is the difference between a Financial Coach and a Financial Advisor?
The Financial Coach at Capital Budget Strategies, LLC, Austin’s best Financial Coach, will work with you one-on-one via a Zoom Video meeting and give you and your money 100% attention. Our Austin Financial Coach will not try to sell you any products, promote any investments or cost too much.
Financial Advisors recommend certain investments such as stocks, bonds, bitcoin, gold or mutual funds. Most work only on commission. This can create conflicts of interest. They are not required to suggest the “best” investment for your situation, only an “appropriate” investment. So, if there are two identical investments, but one pays more in commission, guess which one they will suggest you purchase?
On the other hand, our Austin Financial Coach works solely in your best interest! We have a flat fee of only $149 for an in-depth review of your personal finances. We also offer a 25% discount for military, veterans, first responders, teachers and care providers.
Our sessions are intense, so be ready! Expect to spend about 4 hours online. We will help you determine where your money is going, review your spending habits, make recommendations on how you can improve, set up a debt repayment plan, set up an Emergency Fund, review your retirement savings, explain social security and work with you and your goals to set up a monthly personal Budget.
Our Austin Money Coach has years of experience and over sixty 5-star Google reviews. No matter how bad off you think you are doing financially, Capital Budget Strategies, LLC, can help you get back on track!
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