Family Budget Expert Reviews

About this Company

Family Budget Expert helps parents find extra money in their budget to build savings, pay off debt and invest EVEN IF they've tried budgeting before and it didn't stick or if they avoid talking about money altogether.

Rob Bertman, CFA, CFP®, Founder of Family Budget Expert researched, developed, tested, and perfected simple budget techniques that help families spend less without a complicated budget and without giving up the fun while, yes, working together.

In the end, families know that every hard-earned dollar is going to the best place. It's spent in alignment with their values and priorities as individuals, as a couple, and as a family while freeing up extra cash to finally get out of debt, build savings, and invest for financial independence.

Rob offers free initial 30 minute budget consults as well as his comprehensive Family Budget Transformation System. Go to familybudgetexpert.com to learn more.

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10 Verified Customer Reviews

10 Customer Ratings and Reviews

Shopper Approved collects trusted reviews from customers who have made a verified purchase.

5.0

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5 Shopper Approved - Review Star
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4 Shopper Approved - Review Star
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3 Shopper Approved - Review Star
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2 Shopper Approved - Review Star
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1 Shopper Approved - Review Star
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About this Company

Family Budget Expert helps parents find extra money in their budget to build savings, pay off debt and invest EVEN IF they've tried budgeting before and it didn't stick or if they avoid talking about money altogether.

Rob Bertman, CFA, CFP®, Founder of Family Budget Expert researched, developed, tested, and perfected simple budget techniques that help families spend less without a complicated budget and without giving up the fun while, yes, working together.

In the end, families know that every hard-earned dollar is going to the best place. It's spent in alignment with their values and priorities as individuals, as a couple, and as a family while freeing up extra cash to finally get out of debt, build savings, and invest for financial independence.

Rob offers free initial 30 minute budget consults as well as his comprehensive Family Budget Transformation System. Go to familybudgetexpert.com to learn more.

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Tom N.
1 week ago , AZ

I cannot say enough about how Rob partnered with my wife and I on our monthly finances. His approach and overall demeanor was just what we needed to communicate more effectively with our monthly budget. I would recommend Rob to anyone having similar challenges.


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Amy B.
3 weeks ago , MI

I'm the money person in our family and have kept a budget for years. But I always felt so overwhelmed and intimidated - I'm never sure if I'm doing the right thing. Am I spending too much in some categories? How do I tackle my debt? What about retirement? My husband is supportive, but never liked to talk about our money, so it was left to me to figure out. But Rob's coaching program gave us the perfect opportunity to get on the same page. We worked together and talked through our money goals, shared some things about our money mindset, and for the first time in a long time I finally feel like I have a clear plan to pay off debt AND be able to retire someday! Rob made it simple and easy to understand, and I'm so thankful for his guidance!


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Josh
07/16/2021 , NY

My wife wanted to work with a family budget expert and I am so happy she found Rob! He was smart, kind, informative and very easy to work with. He really helped us understand our finances and how we used our money every month. Working with him decreased tension in our household and also gave me and my wife more financial understanding so that we can make better choices for our family. I would definitely recommend him to my friends and family.


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AD
07/07/2021 , AZ

I have struggled with budgeting and finances for years, but didn't know how to fix it. I would look at where my money was going and not see what to do differently. Rob has helped immensely. He helped me with new strategies and approaches to cutting spending, managing debt, and achieving my goals. I feel so much better moving forward after his help and can finally break the paycheck-to-paycheck cycle.


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Family O.
05/27/2021 , MN

Rob was very professional about communication and timing of sessions. We covered a lot of financial topics, but he took the time to learn our money mindsets and help us discuss those as a couple. His analysis was thorough and easy to understand.


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