Best Financial Advisors in Cedar Park, TX

Another 5-Star Google Review: D & E, Farmingdale, NJ wrote:, "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 financial picture and then we expanded that understanding together using our own situation to make sure everything was real and relatable . He walked us through identifying what money we needed in case we found ourselves unemployed, then focused on other areas where were were spending our money, and give us some advice around what is 'normal' and what should be looked at a little closer. Once we understood our current standing he worked with us to figure out what our goals were, then used is strategies to design a budget and practical ways to manage to the budget using our bank accounts and editable sheets. I will recommend this course to all of my friends and family - no matter how much you think you know, Chuck lead us through his process and learn some of the simpler concepts in personal finance that we have not been paying attention to, and I think few others are as well."...