People wonder what can help them keep their 2023 New Year’s resolution to get better with their finances. How about spending $149 to get your finances organized?
Capital Budget Strategies, LLC, Austin’s best financial coach, will meet with you one-on-one via Zoom Conferencing and review your finances. First, we determine your net worth and determine your true income. Next, we review your debts (credit cards, student loans, mortgages, etc.) and, if needed, build a Snowball Debt Elimination Plan to pay off your debt as fast and painless as possible.
Our Austin Money Coach will then explain the importance of creating an Emergency Fund and a Survivor Fund and help you determine how much you will need in each. We also review your Retirement savings and give you an honest opinion how well you are doing.
Finally, together, we build a personalized monthly budget so you can stop wondering where your money goes every month!
Total cost for our services is only $149, which includes one follow-up visit at the one, three or six-month mark to review your progress. Of course, you can contact our Financial Coach anytime to ask questions or discuss ideas.
So, for the cost of dinner for two on the East Side, including drinks, you could keep that 2023 New Year’s resolution and get financially organized.
Capital Budget Strategies, LLC works with individuals who have a job and income, but just can’t seem to get their finances under control. Give us three to four hours of your time and we’ll set you on the path to financial security.
Make 2023 the year when you act like an adult and finally get serious about your finances!