Realize Your Financial Dreams

Rock Financial’s services will get you there.




Your Interests first


No Commissions

Comprehensive Financial Planning

With a new business to run and a family to care for, envisioning anything beyond next week can feel impossible.  How do you successfully make the right choices to ensure your business and family’s financial security?

You CAN do it. You just don’t have to do it all alone.

When you work with Rock Planning we’ll:

Uncover your values

Determine your goals

Discover your roadblocks

Create a plan

Implement your plan

… making adjustments as needed

Think of Rock Financial Planning as your personal financial trainer.

We’ll help you map out the future and make a clear, simple plan that will help you succeed no matter what life throws at you.

Let’s team up 

 Our services go beyond advice—we aim to be your partner and educator,  here for you now and in the future.


Cash Flow & Budgeting


Debt/Student Loan Management


College Savings


Insurance Review


Investment Analysis & Management


Retirement & Estate Planning


Risk Management


Tax Planning Strategies


Emergency Fund Savings


Major Purchases Counseling


 As a fee-only financial advisor we work as your fiduciary, which means your interests come first.

Financial Planning

Our annual retainer starts at $5,000 and is broken down and billed on a monthly basis. It is re evaluated on an annual basis.  


Investment Management

1% of assets for the first $1,000,000 and a max of 0.75% on all assets greater than $1,000,000.


Discover the Stability You Crave

Peace of mind is a phone call away.

Simple Freedom:

Most entrepreneurs are pulled in too many directions. As a financial planning expert, I help build simple paths forward so they can have time to grow their business and spend time with their family.

Joseph Brady

Arvada, Colorado
Guide to Financial Planning for Entrepreneurs

Guide to Financial Planning for Entrepreneurs

Balance Home and Work Demands - Gain Freedom - Live Your Best Life

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