Emily Rassam (AIFA, CDAA™, CFP®, CRPS)

Emily Rassam focuses in the
following client markets or areas of practice:

Corporate Executives

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Women's Financial Planning Issues

Planning Specialties

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 across the globe. 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 fully funded. 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.

Additional Information

Important Questions I Can Help You Answer

How do I pay less in taxes and avoid a surprise tax bill?
Should I be more aggressive or conservative with my investments?
With my goals and income, am I going to be okay?
Do I have enough to retire?
What should I do with my company stock? Do I have too much?
How do I plan for a layoff before it happens?

Areas Of Expertise

The list above is just a small preview of the types of questions I can help you answer. Our team has deep expertise in many areas.

Lowering your taxes
Retirement planning & transition
Investment advice & management
Equity compensation & career
Financial goal setting & saving
Comprehensive financial planning
Estate planning
Life transitions
Money psychology & coaching
Progressive or unconventional households (LGBTQ+ & more)
Protecting your wealth with insurance
Medicare & Social Security

We Solve Problems Like Yours All The Time

Whatever goals, questions, or concerns you have, I’ve solved them dozens of times for people just like you. What seems confusing to you is obvious to our team and we can make it easy.

If you’re ready to let go of the stress around your finances and navigate money decisions with intentionality, and personal integrity, I would love to hear from you.

If you’re ready to chat now, head to our website and schedule a free chat with us.

Still on the fence? We get it. Who you choose to help with your finances is an important decision. Get a preview of what it’s like to work with us by viewing my LinkedIn Profile.

Follow Emily Rassam here