Ever wonder what a Financial Coach can do for you?
Capital Budget Strategies, LLC, Austin’s best Financial Coach, has been organizing finances for clients since 2016 and we can remove the financial stress in your life!
Though we are based in Austin, Texas, we conduct all our one-on-one sessions via Zoom Video Conferencing, so you can be located anywhere. We even worked with a US Soldier deployed to the Middle East.
Our cost is only $149. It is low because we have no overhead, do not advise on investments and will never try to sell you any financial products. All we do is help you figure out a budget that is right for you. The cost includes a follow-up session at the 1,3 or 6-month mark to review your progress.
Our meetings are pretty intense, so be ready. We spend approximately 4 hours with you, and anyone else who shares your financial responsibilities, reviewing your income, savings, spending and debt (credit card, car, school, etc.). Together, we will determine your Net Worth, build an Emergency and Survival Fund, discuss long-term savings and create a personalized, monthly Budget. If needed, we will even set up a Snowball Debt Repayment Plan to pay off debt.
Our sessions include a presentation on basic personal finance concepts, a review of your retirement savings and introduce you to online banking.
At the end of the session, you will receive a Financial Action Plan (a summary of our discussion with recommendations) and a fillable pdf Budget you can use to track your money.
Tracking money is not hard, you just need to spend a few hours with an expert on financial organization to build a plan together. Capital Budget Strategies, LLC, is here to help you and we work only in your best interest.
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