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Illustrative Roble Home workspace in light mode with account metrics, agent work, and cash-flow context. — Illustrative product tour: Roble gathers account context, prepares a cash plan, and explains the recommendation before review.

Illustrative Roble Home workspace in dark mode with account metrics, agent work, and cash-flow context. — Illustrative product tour: Roble gathers account context, prepares a cash plan, and explains the recommendation before review.

The last financial platform you’ll need.

$48,400 idle in checking

$62,400, less $14,000 for bills and taxes.

Ask anything. Forward everything.

roble

Mac app · Today 09:12

Am I getting my full 401(k) match?

No. You’re leaving $2,400.00 a year unclaimed. I checked your plan against your payroll election.

Your election: 4.0%
Employer matches to: 6.0%
Unclaimed / yr: $2,400.00

Plan SPD · p.14Payslip · 26 Sep

Your next step ≈ 2 min

Raise your election from 4.0% to 6.0% in Workday.

RobleWhatsApp

Today

Smarter to pay down the HELOC or invest the $40K bonus?

18:47

Pay down the HELOC. At 8.25% guaranteed that’s +$3,300.00 a year, vs ≈ $2,400.00 investing after tax. You’d still keep six months of cash.

18:47

Full breakdown is in your briefing.

18:48

Email me a cash-flow review every Monday.

18:48

Weekly review prepared. Confirm the schedule in Roble to start.

18:48

Fwd: Schedule K-1 (2025) · Harbor Fund II

You09:12

To: ask@roble.finance

Adding the latest K-1 for my 2025 return.

Forwarded messageHarbor Fund II
Your 2025 Schedule K-1 is attached.
K-1_HarborFundII_2025.pdfPDF · 412 KB

Roble09:13

To: You

Reply

Got it. That’s 8 of 11 K-1s for your 2025 return. Box 1 shows a $6,240.00 loss, which lowers your estimate by ≈ $2,280.00. Three are still missing. I’ve drafted requests for your review; nothing has been sent.

Tax estimate updated3 K-1s outstanding

2025 return · documents

You09:12

To: Dana Kim, CPA
Cc: ask@roble.finance

Dana, looping in Roble so you have everything in one place.

Roble

To: Dana Kim, CPA; You

Draft · Awaiting your approval

Hi Dana. Prepared for your review: cost basis across 3 brokerages, 8 K-1s, and 1099-INTs from 4 banks, with joint and individual accounts labeled.

Cost basis · 3 brokerages.pdfPDF document

K-1s (8).zip8 documents

1099-INT (4).pdfPDF document

Nothing has been sent. You approve before Roble replies.

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