Reviews

“Absolutely loved working with Chuck. He was very encouraging and helped us be realistic with how we create a budget and have very targeted advice to help us make a plan to achieve our financial goals. He was super patient and I’d recommend him to anyone looking to better understand their financial situation.

“I had an initial session with Chuck about 2 years ago. He was so helpful in setting me up with a realistic budget and simple plan to meet my goals! I recently started a new job and wanted to review my retirement options with him, so we met again. He was so helpful and patient as we went through the different scenarios. You will leave your session with him feeling more knowledgeable and in control

“I recommend this course to everyone! It’s a no-brainer that you will get so much more out of it then what you put in. “I consider myself financially literate but have never really been good with a budget. In today’s environment where cash is an afterthought, I always found it difficult to budget using credit cards, and that is just one area where Chuck’s course exceeds expectations. Chuck started by helping us understand our full

Our 42nd 5-Star Google Review! “We highly recommend Capital Budget Strategies as a great starting point for taking control of your finances. Not only was Charles as knowledgeable and thorough as we had hoped, his patient and nonjudgmental manner put us at ease and made the experience much less stressful than we thought it would be.

“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.