Emily Rassam (AIFA, CDAA™, CFP®, CRPS)
Emily Rassam focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- 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.
NAPFA Start Date
October 03, 2022
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.