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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8 Verified Customer Reviews

8 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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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.


A
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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Kelly K.
05/13/2021 , MO

If you feel like your spending is out of control, if you don't know where to start, or what the next step is, this is it. Better times are ahead- and you don't have to give up your current lifestyle. You, your significant other, and family can go from a hot mess to feeling pride, control, and direction and it can be an enjoyable journey. Family Budget Expert encourages you to make little decisions that have a big impact with simple and gentle tweaks to the ways you already interact with your money. With Rob's guidance we were able to uncover the funds to make home improvements that have been on our ten year list for fifteen years (lol), handle an unexpected replacement of our HVAC system, and take a vacation without going into further debt. His whole process was easy and fun. Seriously. When was the last time you enjoyed talking about your money? Rob can make the whole process enjoyable and non-threatening. What we learned improved our marriage and helped us set healthy boundaries with our kids, extended family, and friends.


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The C.
05/10/2021 , CO

Rob has been a huge help in getting our finances figured out. My wife and I were both a little unsure on how to build our net worth and start getting our budget together to afford our first child and get them set up with a wealthy future. Rob was able to make us understand with ease how we can adjust our lifestyle without impeding on the things we love. He has helped us become aware of our daily spending trends and that alone has helped us make better decisions for getting our money where it needs to be. Overall his expertise with money was very inciteful and his methods have created less worry and arguments between my wife and I. I highly recommend this program for anyone that is unsure what the future holds for them financially.


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