
Emily Rassam
Emily Rassam, CFP®, is a Partner and Senior Financial Planner at Archer Investment Management, a fee-only virtual firm serving tech professionals and high earners.
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Sep 1, 2026
400: Inside the Client Service Model of a $415M AUM Practice
18:43
18:57
19:11

Emily RassamGUEST
And the first project I had with her is I said to her, I've learned all of these cool tools and exercises like Wheel of Life and Statement of Financial Purpose and all these great questions I've gathered in this big question database I have.

Emily RassamGUEST
So when and where do I insert these things? I don't want to dig into money history in the first meeting because that might be too intimate, but where do I do that? And so she really helped me to figure out at where and what point do I do that.

Emily RassamGUEST
So in the discovery meeting, so we have an introductory meeting, which is, are we a fit for what you're seeking? Can I take you where you want to go? Just an initial kind of fit.
11 MINS LATER