Menu
Close

FAMILY BUDGET TRANSFORMATION SYSTEM​

FAMILY BUDGET TRANSFORMATION SYSTEM​

End paycheck-to-paycheck spending + End money fights

Enroll Now

“FINALLY Get the Budget Help You’ve Been Looking For”

What would you do with extra money each month?

Pay off your credit card debt?
Catch up on your investing?
Have a cash cushion so you don’t have to juggle bills?
Build a runway to change jobs or start a business?
Tackle that home improvement project?
Feel that weight lifted off your shoulders?

How will you come up with more money to reach these goals?

Earn more money?

“If I could just make more money, that would solve the problem.”

But you’ve made more money over the years, yet spending seems to go up right along with it.

Tried budgeting?

It’s too complicated and something always seems to come up to break it.

Plus, you don’t really see eye to eye with your spouse or partner, so it just creates arguments every time you sit down to talk about it.

IT CAN BE DIFFERENT FOR YOU!
josue-michel-OMl0o6TSQXU-unsplash

What’s the Problem?

I’ve been in your shoes…If we keep making more money, we’ll work our way out of this.

But making more money hasn’t helped.

Your spending has ramped right up along with your income.

Now that you have kids, a house, cars and other bills, it’s been hard to see what levers you can pull to cut back on your spending.

You probably have some credit card debt too despite earning a decent income.

It’s causing stress in your relationship. You’re too busy with the kid shuffle to devote a lot of time to anything else.

Maybe you’ve tried budgeting, but it just hasn’t worked. It’s too complicated, too rigid, and too time consuming.

Plus, the two of you have different ideas on how to go about it.

But there is a System that works

The Family Budget Transformation System (FBTS)

By the end of it, you will be able to

1
Identify and cut your spending without giving up what you enjoy most
2
Have a game plan for the extra money at the end of the month
3
Have all of the tools and habits to keep the wheels on
4
You’ll finally get along when you talk about money
1
Identify and cut your spending without giving up what you enjoy most
2
Have a game plan for the extra money at the end of the month
3
Have all of the tools and habits to keep the wheels on
4
You’ll finally get along when you talk about money
Get the course today!

What results can I expect?

Cut back spending by at least 5x the cost of the course over the next 12 months.
Learn how to stop going in and out of credit card debt.
A clear and focused roadmap of what to do with extra money at the end of the month.
Finally have money conversations without getting into arguments.
The key habits to sustain the results you’ll get by going through the course.
Sustainable and unifying results using a step-by-step proven process.
Understand where your money is going and how to fix the problem together.

Hi, I’m ROB BERTMAN,

My mission is to help your money, your relationship, and your family thrive.

How? By focusing on the #1 predictor of financial success (which is also the #1 source of stress for relationships)…Your spending!

I’m here to help you save more, argue less, and keep the fun so you can live your best life AND have the money left over to reach your financial goals.

We’ll make sure that:

  • Every dollar you spend gives you the maximum fulfillment as individuals, as a couple and as a family.
  • You get a saving, investing, & paying off debt game plan blending the optimal financial path with the one that gives you the best stress reduction.
  • Arguments over spending and debt melt away.

As for me? I spent 15 years in the investment industry as an equity trader & analyst, portfolio manager, and financial planner before starting Family Budget Expert in 2015.

Bottom line: I have the proven system and experience to help you live your best life and reach your financial goals. YOU can make your dreams a reality!

What have other clients said?

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.

Family O.

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.

Tom N.

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.

Josh

My wife and I have tons of student loan debt which made us feel depressed. We felt that all we did was just go to work and pay loans with no end in sight. Until we met Rob. He was able to pinpoint the exact strategy for us which will allow us to get out of debt and be able to invest at the same time. Now, finally there's a light at the end of the tunnel! If you're struggling with debt and you feel stuck, call Rob! You won't regret it!

M. K.

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.

AD

    Ready to save more, argue less, and keep the fun?

    Get the course today!

    Online Course Curriculum

    • How to go from money rivals to money teammates
    • Identify your values & priorities as individuals, as a couple, and as a family.
    • Set INSPIRED goals, not boring ones.
    • What is wealth and why is it important?
    • How to put together your WEALTH SCORECARD
    • The WEALTH BUILDER ROADMAP: Should you save, invest or payoff debt?
    • Common FAQs like: “Should we pay off debt if we feel behind with investing?”
    • Why you SHOULD NOT start with a budget & what to do first.
    • How to get your spending organized
    • Identify why it’s so hard for you to save more money at the end of the month.
    • The most important HABIT: 5 Minute Weekly Spending Review
    • Why does something always seem to bust your budget?
    • How to turn irregular income into a steady paycheck.
    • How to plan for irregular expenses so they don’t break your budget.
    • Putting it all together: Predict which months will be better and worse than others so you can plan ahead.
    • What makes something a WASTE of MONEY?
    • Biggest MONEY WASTERS
    • What makes something a GOOD USE of MONEY
    • Where to spend money guilt-free so you can live your BEST LIFE
    • Why are we only getting to this now?
    • Where will the extra money come from?
    • KEEP, CUT BACK, ELIMINATE: The 3 category budgeting technique to easily spend less money.
    • What budget categories should you track?
    • Why you should set WEEKLY SPENDING TARGETS instead of monthly spending targets.
    • Action step worksheet
    • How to SUPERCHARGE your savings rate.
    • Weekly Spending Review Revisited
    • Keys to success going forward

    Budget Help Options & Pricing

    ON-DEMAND COURSE

    $97

    Per month x 6 month

    Everything you need to DIY

    • The COMPLETE Family Budget Transformation System
    • Lifetime Access to the 7 Modules Course (including updates)
    • Full Email Support
    • Total cost: $582 over 6 months
    • 30-Day 100% Money Back Guarantee
    BEST VALUE - SIGN UP HERE

    COURSE + 4 MEETINGS WITH ROB

    $497

    Per month x 6 month

    Customized 1-1 help w/ Family Budget Expert

    • For families spending $10,000+ per month
    • The COMPLETE Family Budget Transformation System
    • Lifetime Access to the 7 Module Course (including updates)
    • TWO 60-minute meetings directly with Rob within the first 2 months
    • TWO 45-minute follow-up sessions within the first 6 months
    • Total cost: $2,982 over 6 months
    • BONUS: 30-minute Budget App Set Up & Simplification Meeting
    • 30-Day 100% Money Back Guarantee
    SET UP A FREE 30 MINUTE CALL TO GET STARTED

    Budgeting Course FAQs

    Other budgeting techniques are rigid, geared toward only one spouse/partner’s mindset, and require a ton of time to maintain which busy families just don’t have.

    This online budgeting course not only focuses on how to spend less money but also how to get on the same page so you can end the relationship stress that comes from arguments over money.

    The Family Budget Transformation System is proven to get families sustainable and unifying results with a flexible approach that doesn’t take a ton of time to keep up with.

    This online budgeting class is specifically designed for couples who have (1) a good relationship aside from financial stress around spending and/or debt (2) Monthly take home pay between $7,000 – $15,000 per month, and (3) At least one kid in grades K-12.

    You can’t invest more, pay off debt faster, or reach any financial goals if there’s no money left over at the end of the month to put towards it.

    Making more money can help, but so often people end up spending much more as they make more and end up in the same situation.

    Cash flow is the MOST IMPORTANT & UNDERSERVED part of financial planning. That’s why it’s the sole focus of this online course.

    Ready to save more, argue less, and keep the fun?

    Get the course today!