Post-divorce reality is a major challenge for those who were never involved in the family financial decisions. This is especially true for those who weren’t the main breadwinner in the relationship. Now, they have to figure out how to make life work with a meaningful drop in income and assets they don’t fully understand.
Aside from the numbers, they also have to overcome the emotional and psychological money issues that played a role in breaking up their relationship.
In this webinar, we’ll talk about why a focus on a budgeting is the fastest way to gain control of their new financial situation, and I’ll teach a non-traditional budgeting technique called Keep, Cut Back, Eliminate which helps people confidently get in control of their finances and cut their spending without a complicated budget.
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.
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.
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?
Rob will help you, your employees and clients squeeze the most life out of every dollar!