Make Your Money Work For You

So you're finishing up high school and exploring post secondary education. You are getting ready to move out or you have already done so; you have spread your wings and you are ready to have freedom. But no one has really shown you the ropes of what to do with your money.

At Raven's Rock we help you make your money work for you. With our tailored plans for Gen Z we'll help guide you to reach your financial goals.

At Ravens Rock we want to make this process as easy as possible for you. So, join us on our social media feeds, share our posts and most of all begin to take part in a couple of our wealth building strategies. Take the next step and set yourself up for life.

Services

We understand your generation is very unique and is faced with different challenges than that of your predecessors, so we have custom tailored a unique pathway to manage expenses and day to day financial expectations from a holistic point of view. A new GREEN approach to achieving your goals.

Managing Expenses

Managing Expenses

We understand your generation is very unique and is faced with different challenges than that of your predecessors, so we have custom tailored a unique pathway to manage expenses and day to day financial expectations from a holistic point of view. A new GREEN approach to achieving your goals.

We teach you ways to be self reliant, how to put in place financial safety nets for the uncontrollable events in your lives and we assist you with becoming financial independent. We help map out the way, your way with what is most important to you.

Starting out, What you need to know.

Starting out, What you need to know.

We teach you ways to be self reliant, how to put in place financial safety nets for the uncontrollable events in your lives and we assist you with becoming financial independent. We help map out the way, your way with what is most important to you.

This is “The Talk” that maybe your parents explained to you, but you just were not ready at the time. Ravens Rock dives into the very basics of establishing financial goals, whether that be short or medium term. We coach you on budgets, and the importance of why they need to be adhered to. Lastly, we start you off on a comprehensive saving strategy to put you head and shoulders above other iGen’s who have not taken the proverbial 1st step with their financial future.

Savings! What to do and HOW to do it

Savings! What to do and HOW to do it

This is “The Talk” that maybe your parents explained to you, but you just were not ready at the time. Ravens Rock dives into the very basics of establishing financial goals, whether that be short or medium term. We coach you on budgets, and the importance of why they need to be adhered to. Lastly, we start you off on a comprehensive saving strategy to put you head and shoulders above other iGen’s who have not taken the proverbial 1st step with their financial future.

Get Started With Establishing An Emergency Fund

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What Generation Z Say

The following are just some of the many testimonials we have received over the years.  The greatest gift we can receive is the introduction to a friend or family

"Christopher Rovert has provided me long term financial planning without making the process complicated or overwhelming. When I had found myself in a position to plan out my future properly he was there to listen to my goals, work them into a plan that was simplistic enough to understand and made the process less about the money I had, the money I would have and more of the human connection to seek common ground for all our wants and needs. He is not the number crunching cold financial security advisor one would expect. He is actually more like the close friend you seem to have always known who is looking out for you as he always has."

Christopher C
Owner

"Christopher Rovert has provided me long term financial planning without making the process complicated or overwhelming. When I had found myself in a position to plan out my future properly he was there to listen to my goals, work them into a plan that was simplistic enough to understand and made the process less about the money I had, the money I would have and more of the human connection to seek common ground for all our wants and needs. He is not the number crunching cold financial security advisor one would expect. He is actually more like the close friend you seem to have always known who is looking out for you as he always has."

Christopher C
Owner

"Christopher Rovert has provided me long term financial planning without making the process complicated or overwhelming. When I had found myself in a position to plan out my future properly he was there to listen to my goals, work them into a plan that was simplistic enough to understand and made the process less about the money I had, the money I would have and more of the human connection to seek common ground for all our wants and needs. He is not the number crunching cold financial security advisor one would expect. He is actually more like the close friend you seem to have always known who is looking out for you as he always has."

Christopher C
Owner
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Our Process

Developed over many years of practical experience our process follows the simple guidelines of Understanding and Discovery, Collaboration, Review and Implementation. Last but not forgotten, the key to our successful relationships is the Follow Up and Scheduled Reviews.

Step 01

Understanding & Discovery

  • Initial Meeting
  • Information Gathering
  • Goal Setting

Step 02

Collaboration

  • Build The Team
  • Detailed Analysis
  • Recommendations
  • Build The Solution

Step 03

Review & Implementation

  • Disclosure
  • Report Findings
  • Present Solution
  • Highlight Benefits
  • Impliment

Need To Know More?

Reach out to us so we can schedule a discovery meeting at a time and date of your convenience.