Emily Rassam

Financial advisor at Archer Investment Management

Money is about more than math, it’s emotional. If all your financial questions could be solved within the rows of a spreadsheet, my expertise as a financial planner wouldn’t exist. But fair warning… I do financial planning differently. 😉I believe you can… Make responsible financial decisions for tomorrow, without ignoring what your soul needs today. Save and invest wisely, while simultaneously planning for a trip abroad. Practice mindful spending and map out a responsible plan to purchase your lifelong dream car or home. Yes, I’ll make sure your retirement accounts are stacked. I’ll burn the midnight oil to diligently lower your taxes. Together, we’ll protect your family and finances no matter what the future (or market) holds. But I’ll also challenge you to dream. To use your hard-earned money in creative and courageous ways that will make your future self proud. If life gets turbulent, I’ll help you identify ways to buy back your time so you can take better care of yourself until the dust settles. All of a sudden, money sounds a lot more enjoyable, doesn’t it? Are you ready to let go of the stress around your finances? Do you want to navigate important financial decisions with thoughtfulness, intentionality, and personal integrity? Great! Because that’s what I do. 💁‍♀️I’m obsessed with helping high-achieving professionals live fully now while planning responsibly for the future.

Archer Investment Management