Reviews

“Chuck was extremely helpful.

“I cannot recommend Charles enough! I’m so glad I gave myself this experience. Before today, my finances felt overwhelming and disorganized. After meeting with Charles, I have a clear understanding of my financial situation and a set of practical, approachable tools that make managing my money feel achievable. He’s also very personable and just a fun person to talk to… four hours FLEW by. If you’re looking for someone to help you gain confidence and

“Meeting with Chuck is an incredibly valuable use of your time! I was really confused by my finances and what I needed to do to be prepared for retirement. He helped me go through all my accounts and figure things out. We’ve made a sound plan for moving forward, and a weight has been lifted off my chest. If you’re unsure about your financial situation, then you shouldn’t hesitate to do a session! I look

“Charles is an incredible resource for helping my wife and I achieve our financial goals. He takes the time to truly understand who you are and what’s important to you before getting into the numbers, ensuring that every recommendation is tailored to your needs. His in-depth, detailed approach and clear communication make concepts like navigating finances and planning for the future easy to grasp. I highly recommend his services to anyone looking for trustworthy, expert

“The meeting began with learning simple principles that took the anxiety out of understanding my finances. Then Mr. Mitchell patiently guided me to create a monthly budget and savings plan to meet my needs and reach my goals. There was kindness, humor, encouragement, and zero judgment about past choices, debt, or challenges. I felt better immediately and left with a plan.

“So happy we found Chuck at Capital Budget Strategies! He spent 4 hours looking over our financials. We now have a game plan for paying off our debt and creating an emergency fund as well as saving for retirement. I definitely recommend Capital Budget Strategies! We feel such a sense of relief since meeting with Chuck and are very grateful to him!

“Chuck took the time to look at my financial records to give me a comprehensive plan to get all my ducks in a row! Now that we did a microscopic look at my unorganized finances we can move forward with strong plan to get to my money goals… I was hurting but now I feel a lot better… the plan is easy to understand’ He took his time and listened… I feel this is “diamond

“Chuck was extremely professional and clear. He was able to frame my financial situation in a digestible and relevant manner. I highly recommend his services to anyone, regardless of their financial situation.

“This was our first meeting with Mr. Charles Mitchell. It was so enormously helpful to our understanding of what we needed to do to achieve financial freedom, reaching our goals and having financial stability for our future. Thank you so much to Chuck (Mr. Mitchell) for spending quality time with us and fully understanding how to help us. The tools Mr. Mitchell gave us were very comprehensive and he explains everything with ease and on

“Chuck was very detailed and gave me some good tips to get my finances on the right track. He was also very kind in his approach and made me feel more comfortable discussing a stressful topic. Thank you, Chuck!