Wealth
Recommended portfolio allocations built to last
Our Mission and Values
Let us be clear, we are on a mission to remove financial obstacles to human possibility.
Thoughtful Ownership
We are empathetic stewards of financial decision making, advice and resources.
Systems Thinking
We are thinking of the entire personal finance ecosystem and experience, and how we can make it better and more human.
Always Rising
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.
Our Product
Lay a financial foundation to thrive.
Cash Assets
Automatic emergency fund levels with suggested savings plan
Custom Investment Portfolio
Keep track of your portfolio holdings across accounts
Net worth and Budget
Track your monthly expenses across categories
How It Works
Get started by creating a customized financial plan with help from a digital CFO in your pocket.
Clear strategic roadmap
Raymond Jacobs Personal CFO
$545,786.10
Calculate future net worth with scenarios
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Quickly link your financial accounts
Review your financial snapshot
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Create an investment roadmap, accelerate towards your future
We support you with every step
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Optimize to build wealth and gain control of your future
It’s effortless money management
Pricing
A plan that works best for you.
Recomended
Financial Roadmap
- AI Personal CFO: Real-time financial advice powered by AI
- Spending Plan: Easily track and budget monthly expenses
- Net Worth Calculator: See your financial health at a glance
- Goal Roadmap: Effortlessly set and track your financial goals
- Asset Allocation Model: Receive guidance on optimal investment strategies for your financial goals
$5.99/ mo
Download App
Knowledge Center
Insights to drive your finances forward.
Learn MoreCommon Questions
Jon 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.