Budgeting doesn’t work…says the Family Budget Expert®?


Money is the #1 source of stress for people.

Couples argue over it. Employees have trouble focusing on the job and end up job-hopping. Financial plans end up sitting in a drawer with goals that seem unattainable.

How great would it be to learn the key to financial and relationship success in an un-intimidating, uplifting way with a tangible technique that will get immediate results?

Through keynote speeches, corporate trainings, and breakout sessions, Rob:

  • Transforms relationships stressed over money, especially for couples with young children;
  • Promotes financial wellness within businesses to improve employee retention and productivity;
  • Trains financial advisors on how to get their clients to follow their advice and planning.

He has delivered his message in front of top business owners & executives, billion dollar investment advisory firms, early childhood centers, and young professionals organizations.

“Rob helped flip our mindset on how to approach finances, and honestly, it was one of the more important things to happen in our adult lives.”  – Ben & Angela

Rob Bertman, CFA, CFP® was an accomplished financial planner with a growing business, an ownership stake in the firm and a nice income. So why did he give all of that up after investing 15 years to form Family Budget Expert®?

Rob realized there is one major financial issue affecting individuals, couples and families. It’s both the most impactful and most neglected area of personal finance. It’s all about spending. When a focus on spending becomes the priority, the family’s financial trajectory dramatically improves. Couples argue less, they have breathing room at the end of each month, and have the money to fund their financial goals. 

The problem Rob saw is that traditional budgeting techniques are challenging and fail most people.  Even with all the apps and automated savings programs, debt is skyrocketing due to overspending, and couples still argue about spending.

So he decided to research, experiment, and conduct many trials to develop an innovative technique to budgeting.  From that process, Rob created and perfected Keep, Cut Back, Eliminate®, a technique that has helped his average client sustainably cut their spending by 11% without a complicated budget and without missing out on the fun.

The most meaningful part for Rob has been seeing relationships transform, work focus and productivity improve, and clients finally believing that achieving their financial goals is possible.

“Thanks to Rob, we have a much better understanding, less stress between the two of us, and feel way more secure in our marriage.” – Simon & Blair

Along with speaking, training, and consulting, Rob has been a part of championship performances and received many awards over the years. He was a member of the St Louis Business Journal’s 30 Under 30, won a gold medal for chorus performance at the International Barbershop Harmony Society International Competition (also receiving the chorus award for outstanding leadership), and performed in Carnegie Hall at the International Championship of Collegiate A’Cappella.

Are you looking to enhance your personal relationships, reduce employee turnover or get your clients to take your financial advice?  How great would it be to learn a simple, effective and sustainable technique to get it done while being delivered with a positive message?

“Talking about money and finances is not always the easiest thing for a couple to do, but Rob made the experience, dare I say, pleasant.” – Erin & David

Rob will help you, your employees and clients squeeze the most life out of every dollar!

Click here to book Rob, the Family Budget Expert® to speak at your next event.