I need to organize my finances…

As a client of Robasciotti & Philipson, you’ll have access to a personalized online client portal, which will provide a secure vault for organizing all your financial information. We created this portal in-house to specifically serve the needs of our clients. But, beyond that, we understand that it isn’t just about organizing your financial files or diligently entering expenses into tracking software. Instead, it’s helpful to recognize that feeling “externally disorganized” is usually a sign that some other things need attention. This is why we focus on doing some “internal organization” first. We engage you in talking about your values and goals to reveal how money fits into your overall life and what is most important to you. Once you’ve articulated this, the tasks related to organizing your finances become easier and more naturally aligned with your priorities.