Family Budget Expert

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.