Austin's best Financial Coach, build a budget, payoff debt and start saving!  (512) 520-5744 Organize your finances!
  • Home
  • About Us
  • Money Talks
  • Services
    • Money Map
    • Premier Money
    • Dollar and Sense Lectures
  • Dollar and Sense Blog
  • Chuck@AustinMoneyCoach.com

Dollars and Sense Lectures - Price Varies

Our popular Austin DOLLARS AND SENSE LECTUREs provide an overview of our proven 8-Step process to financial security. The hands-on discussion includes:

(1) Obtaining an accurate picture of a person’s financial situation – their net worth
(2) Forming an estimated retirement budget to see how much they will need
(3) Discussing the importance of an Emergency Fund
(4) Determine how much money is actually coming in and how much is going out
(5) Take an honest look at spending habits and compare to recommended averages
(6) Review debt and discuss a plan to pay it off
(7) Evaluate retirement and/or college fund savings
(8) Importance of a personalized budget in reaching financial security in retirement

Each audience member is provided a 20-page workbook. Then Austin’s best financial advisor and money coach guides everyone step-by-step to complete the worksheets inside. The completed workbook provides each participant with an excellent overview of his or her current financial situation, along with tips on how to work towards financial freedom.

services premier money

As Austin’s best Financial coach, we will provide:

  • The SKILLS to build a personalized financial budget.
  • The KNOWLEDGE that an Emergency Fund plays a major role in your financial wellbeing and the HELP to set one up.
  • A SYSTEM to start paying down your credit card debt and school loans and the GUIDANCE in creating your Snowball Debt Repayment Plan.
  • The MOTIVATION to become a Zero! (Zero savings, but zero debt!)
  • The ADVICE on how to set up and organize your finances – the value of on-line banking and specific types of accounts available.
  • The CONFIDENCE to start a regular, systematic savings plan for retirement and DIRECTION on where to consider opening an account.

Our DOLLARS AND SENSE LECTURES, by Austin’s best Financial Coach, are available for corporate off-sites, business luncheons, employee perks, any public or private club or organization, even the staff at any Austin restaurant, office, gym, retail store or other small business.

Prices vary depending on number of participants and location.

There is a 10% discount for the military, first responders, nurses, teachers or any Austin non-profit organization.

Austin Dollars and Sense Lectures - Contact Us

As Austin’s best Money Coach, we provide you with the
SKILLS and CONFIDENCE to become financially independent!

Money Map

sidebar money map circle Learn More

Premier Money

sidebar dollar and sense lectures circle Learn More

Dollars and Sense Lectures

sidebar premier money circle Learn More

Dollars and Sense Blog

  • 01 Give the gift of financial education with Capital Budget Strategies LLC of Austin Texas
    Best Gift for 2025 Graduates!
    Tue, Apr 29 2025

Money Talks

About Capital Budget Strategies, LLC

Building a financial plan

Remember, it is not how much you earn, but how much you save!

As Austin’s best Financial Coach, our training changes the way people in Austin view their finances and sets them on the road to financial security. First, we help clients understand their "true" current financial status. Next we build a personalized budget, start an Emergency Fund, set up a Snowball Debt Repayment Plan and begin the process of saving for retirement.

Capital Budget Strategies, LLC is a Texas-certified Veteran-Owned Business.

about our company

Resources

The Blog
The Calendar
Contact Me

Services

Money Map
Premier Money
Dollar and Sense Lectures

  • Home
  • Privacy Policy
  • Disclaimer

design © 2025 lucid crew