Reviews

“We are so grateful that Chuck was recommended to us! He made the heavy weight and stress of our financial situation after having a baby and losing one income much more manageable. We feel more knowledgeable and confident in the steps we need to take right now and how to better plan for our family’s future. Thank you, Chuck!

“Charles Mitchell did an outstanding job helping me create both short-term and long-term financial plans. His insights gave me a fresh perspective and brought attention to things I hadn’t considered. What I appreciated most was that he never tried to sell me a product — his focus was entirely on helping. I couldn’t be happier with the experience!

“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.