Reviews

“Charles was wonderful, knowledgeable, relatable, calm, and helpful. I knew some of the tasks already, but I wasn’t implementing them and he helped with new strategies for saving and tackling debt. The worksheets really helped us see what we had and where it was going so that we could start changing our spending.

“As we were searching hundreds of options available for a personal finance coach, there was one who stood out above all else, and we wouldn’t change a thing after the time we spent with Charles. All of the amazing reviews for Capital Budget Strategies hold true, shown by the kindness and patience he gave over a four hour span. Charles was able to meet with us via Zoom, on a Saturday (which I found to

“We had such an amazing and eye-opening experience into our finances. Chuck was very patient with us and helped us set realistic goals and now we feel confident where our finances are concerned!

“Our financial meeting with Chuck was eye-opening and life changing! We have come away with such a better understanding of how to manage our finances and created both a feasible budget and a plan for our future. Our only regret is that we hadn’t done this years ago!

“Chuck is a great strategist and gave me some great tools to work with to manage and get out of debt. I can see a light at the end of that tunnel now. I highly recommend his services.

“Chuck is a highly detailed, thorough and thoughtful advocate for his clients. He has been instrumental in our efforts sharpen our financial discipline. I highly recommend working with him.

“The best four hours I’ve spent in a while were on a Saturday morning with my wife looking at all our debt and planning our financial future with the help and guidance of Chuck with Capital Budget. I never thought I’d say something like that. I went into it somewhat fearful and hesitant because let’s face it, who really wants to spend a Saturday morning going over all of your past financial mistakes? But by

“Charles is the very best Financial Coach there is! Not only is he over-qualified, he genuinely cares about each client’s success based on his own authentic experiences. Additionally, the inclusive, low-cost of these services have enabled everyone to obtain the very detailed support and actionable/targeted plan provided. Thank you a million times over!

“My wife and I were very impressed by Mr. Mitchell’s in-depth dive into our finances. He provided new tools and understanding to assist us in our goals. I highly recommend this service for people of all income levels.

“Thank you again for all your help. This has been life-changing.