Comprehensive Services

Our services are comprehensive and proactive

At Rock House Financial, our goal is to help you eliminate your financial stress, and get on track to your ideal future.  To do that, we need to do a lot more than investing your money and responding to your phone calls.

Instead, our services are comprehensive and proactive:

Our Process

At Rock House Financial, we believe financial planning is the key to living your best life.  Planning can help you clarify your goals, identify blind spots and obstacles, and pave the path to overcome them.  It also provides you with an actionable road map so you can get, and stay, on track.

But to make that work you need accountability.  That’s where our process shines.  We work with you to create the road map (your financial plan).  Then our process helps keep you on track…even when life gets in the way.

Here’s how it works:

  1. Getting started
    • Identifying and prioritizing your goals
    • Gathering your information
    • Setting up online access
  1. Developing a comprehensive financial plan
    • Analyzing and evaluating your assets
    • Strategizing and developing the initial plan
    • Meeting with you frequently (usually 3 to 6 times in a 2- to 3-month period depending on the complexity of your financial situation)
    • Once that initial intensive work is done, you will have a comprehensive road map
  1. Action items for you and for the Rock House team
    • Implementing recommendations of your plan
    • Fine-tuning other areas
    • Meeting with other professionals periodically (accountant and attorney)
  1. Ongoing Review
    • We’ll continue to look for opportunities to save you taxes with smart tax and estate planning strategies
    • We’ll check in with you frequently to ensure your needs are being met across every aspect of your plan. And that you are on track for your goals
    • Monitoring any changes in the markets, tax laws, goals, or your life
    • We are a phone call or email away to help you in any way we can

“Our job is to help you create a road map to your ideal future…then to help you stay on it.” 

                                  –Bob Aamodt, CFP®, Founder

Ongoing Communication

Your money is important so we prioritize keeping you updated.  We will meet with you as often as needed to address your needs:  either annually, twice a year or quarterly.  We’ll also provide you with a client dashboard to keep you updated 24/7 on any device. 

We will proactively reach out to you to schedule regular reviews and as we see matters come up that may affect your plan.

On Your Terms

We know you’re busy so we’re happy to meet with you however is most convenient: online through a virtual meeting or at our offices. 

Unlimited Support

Everything we do comes with our unlimited support.  So you can call us or email us anytime you need help or some advice.

Services Provided By Rock House Financial

Investment ManagementFinancial Planning
• Mutual Funds
• Stock
• Bond
• Option Strategies
• Roth IRA
• Traditional IRA
• 401k and Profit Sharing
• Defined Benefit Plans
• Trust
• Brokerage Accounts
• Roth Conversions
• Rollovers and Consolidation
• Tax-Loss Harvesting
• Tax-Managed Investment Portfolios
• Socially Responsible Portfolios
• Sustainability Portfolios

• Retirement Planning
- Retirement Income Strategies
- Retirement Forecasting
- Social Security Analysis
- Health Care Planning
• Employee Benefits Analysis
- Stock Options
- Employee stock plans
- 401k
- Insurance benefits
• Pre and Post-Divorce Planning
• College Planning
• Debt Reduction
• Tax Strategies
• Cash Flow Analysis
• Asset Review and forecasting
• Insurance Evaluation
- Disability
- Life
---- Term
---- Whole Life
---- Universal Life
---- Group policies
- Long-Term Care
- Annuities
---- Variable
---- Fixed
• Wealth Transfer
- Inheritance
- Death of a family member
• Estate Planning
• Charitable Planning
• Donor Advised Funds
• Coordination with CPA and Attorney
• Planning for Small Business Owners
- Retirement plans
- Tax planning
- Exit strategies
- Insurance
- Buy-Sell Agreements

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