We believe your hard-earned money should be used to live your best life and spent in alignment with your values and priorities. Buckingham’s Family Budget Services is here to provide the tools, process and personalized support to help make this a reality and limit the added stress of arguments over money.

We help you:

• • Understand where your money is going.

  • Align spending with your values and priorities. 

  • Build stronger relationships by ending money arguments.

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  Who We Are:

  Family Budget Services is a key part of the Buckingham Wealth Partners network and complements our holistic approach to financial planning. This offering equips Buckingham’s community of wealth advisors with the tools needed to support clients’ budgeting conversations and fill a needed gap in building wealth.

  In addition to supporting an advisor community, Family Budget Services offers independent consulting support, led by Director of Family Budget Services Rob Bertman, to help families face their spending issues head-on.

  Director of Family Budget Services:
  Rob Bertman, CFA, CSLP^®, CFP^®

  Rob helps busy families save more and argue less so that they can confidently accelerate toward their financial goals while maintaining the lifestyle they love. Through a collaborative process, he helps clients design a simple and flexible budgeting system while providing the support and accountability they need to make this happen.

  Rob partners with clients who are trying to build their wealth while raising a family, those who are close to retirement and want to get clear on if they can do it with confidence, and those going through significant life transitions. He loves seeing both the financial improvement and the relationship transformation that comes from working together through the Family Budget Services process. He enjoys seeing clients have those “Aha!” moments when they realize that they can keep spending on what they enjoy and still reduce their expenses.

  Rob graduated from the University of Michigan in 2001 with a Bachelor of Science in organizational studies with a minor in mathematics. He has also obtained his Chartered Financial Analyst^® designation, and he is a CERTIFIED FINANCIAL PLANNER™ and a Certified Student Loan Professional.

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  The Approach

  Our commitment to always do what’s right for our clients sets us apart. We hold the fiduciary standard near and dear to our hearts, and not only personally pledge to put our clients’ needs first at all times but also embrace our legal obligation to do so.

  With our strategic and scientific approach to investing and financial planning, there’s little room for guesswork as we continue to craft and seek to optimize your financial strategy. We believe that one of the most important parts of developing a better long-term plan is developing a better understanding of you.

  By discovering, and continually rediscovering, your ever-changing values, goals and challenges, we ensure your personal and financial priorities align. We start from where you’d like to go, then work back from there.

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  The Process

  Creating a robust budget that prioritizes saving and paying down debt may be the most important part of building wealth. At the same time, you work hard for your money, and you should be able to enjoy it. Family Budget Services uses simple techniques to deliver exceptional results aimed to:

  • Cut spending with a simple budget that allows you to keep having fun.

  • Catch up on your financial goals.

  • Strengthen family relationships by reducing financial stress and navigating disagreements.

  Ready to start your budget journey?

  Get the budget help you need