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Emily Rassam

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.

Sep 1, 2026

18:35
on the show.
18:36
Yep.
18:37
Um, so Ashley, so she came in and so she, she case consults with me.
18:41
She actually meets with some of our clients.
18:43
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.
18:57
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.
19:11
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

29:51
So when, They have their plan

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