Wealth
Recommended portfolio allocations built to last
Let us be clear, we are on a mission to remove financial obstacles to human possibility.
We are empathetic stewards of financial decision making, advice and resources.
We are thinking of the entire personal finance ecosystem and experience, and how we can make it better and more human.
We are always rising to meet today's challenges and anticipate tomorrow's needs so we can help others rise and achieve their financial dreams.
Lay a financial foundation to thrive.
Recommended portfolio allocations built to last
Automatic emergency fund levels with suggested savings plan
Keep track of your portfolio holdings across accounts
Track your monthly expenses across categories
Get started by creating a customized financial plan with help from a digital CFO in your pocket.
Review your financial snapshot
We support you with every step
It’s effortless money management
A plan that works best for you.
Insights to drive your finances forward.
Learn MoreJon D. Rock is an iOS mobile app that helps you achieve your vision for the future by creating your best financial plan.
Your plan will accommodate your financial snapshot, investment choices and life goals for 5, 10 or 30 years from today. The tool helps keep you on track by suggesting simple action items you can follow each month.
To get started simply download the Jon D. Rock app, create an account and select the plan that works best for you. You’ll then complete a brief questionnaire and create a financial snapshot.
Jon D. Rock values your privacy and data security. We never have access to your financial institution account credentials, logins or passwords. This information is encrypted with protocols like the Advanced Encryption Standard (AES 256) and Transport Layer Security (TLS).
Yes, a subscription is required to use Jon D. Rock.