CB
Capital Budget Strategies, LLC
Empoderando a Austin con asesoría financiera personalizada para un futuro seguro.
5
Business
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Empoderando a Austin con asesoría financiera personalizada para un futuro seguro.
Capital Budget Strategies, LLC ofrece coaching financiero experto y servicios de presupuesto a personas y hogares en Austin. Dirigido por Chuck, el negocio ofrece orientación compasiva y sin juicios para ayudar a los clientes a tomar el control de sus finanzas, crear planes concretos y alcanzar metas como la reducción de deudas y la preparación para la jubilación. Con un enfoque en una comunicación clara y soluciones asequibles, transforma el estrés financiero en optimismo mediante estrategias estructuradas y fáciles de entender.
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Análisis detallado de gastos e ingresos para crear un presupuesto estructurado y práctico adaptado a su hogar.
Guía compasiva para desarrollar planes para liberarse de deudas, incluyendo cronogramas y técnicas de priorización.
Herramientas y estrategias para fomentar el ahorro, prepararse para la jubilación e invertir los fondos de forma eficaz para la seguridad a largo plazo.
Explicaciones claras y fáciles de entender de los principios financieros para empoderar a los clientes con conocimiento y confianza.
Servicios para ayudar a parejas y familias a ponerse de acuerdo en las finanzas, fomentando la unidad y metas compartidas.
Calificación general
Jen Williams
I am so grateful for the expertise, patience and care that Charles Mitchell showed during our session. He has a non-judgmental and impartial approach to personal finance and I now feel equipped to manage my financial life moving forward. I enthusiastically recommend him to anyone looking for compassionate guidance.
Minnie Webb
If I could give 10 stars I would! This was the absolute best decision my husband & I made in meeting with Charles. From the first few minutes he put all the fears we had away! He made the process so easy to understand and helped us see how we can be debt free in less than a year and how my husband & I can be in a good spot when he retires. We "walked" in feeling apprehensive and seriously 5 minutes in we were laughing and it was that way the entire rest of the time. He has a way of explaining your finances in simple terms and showing it to you in black and white made it feel doable. I can't wait to visit with him a year from now and show him his skills and direction paid off! Thank you Charles for sharing your gift and most of all sharing it and helping others at an affordable price in these hard economic times! You're AMAZING!!!
Carolyn
I highly recommend Capital Budget Strategies to anyone needing to get a handle on their finances. Chuck, the owner, is extremely knowledgeable and able to communicate financial principles in a way that is easy to understand. He is also friendly and understanding, which is really important when discussing a potentially sensitive subject. He is able to speak from his own personal experience and from his years of experience helping others. Through my meetings with him, I was able to get a clear picture of my current finances and make an actionable plan for the future. I came away from our meetings feeling hopeful that I can get things back on track through some hard work and dedication.
Adaam Poche
Chuck was very detailed in every aspect from spending, budgeting, & saving. He was able to strategically structure the finances in a way that make sense for the whole household and not just one individual. I have tried multiple routes to get my wife and I on the same page, which is why I reached out to Chuck for his services. His approach was similar to my previous routes but structured differently and seems to work a lot better all around. Although he is not a financial advisor, his structure allows you to budget and save for the future, while providing budgets to invest funds as you see fit.
Brigid
I have to say I had some concerns about my financial future but my session with Chuck gave me the tools I need to get more organized. I now feel optimistic and truly appreciate his thoughtful and positive approach !!!! I would recommend him to anyone and everyone !
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