Achieving financial freedom and independence is an arduous undertaking for many Americans. the good news is: You're not alone. A little over 55% of Americans do not use a budget to manage their hard-earned income, according to a new survey by The Penny Hoarder. A similar 56% of survey respondents said they didn't know how much money they spent last month.  Emily Rassam, is a Senior Financial Planner for Archer Investment Management.  “I have a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals.  Before Archer Investment Management, I spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients.
I am a CFP® Professional, Chartered Retirement Plan Specialist, Accredited Investment Fiduciary Analyst, National Social Security Advisor, and Certified Digital Asset Advisor.

Credentials aside, I'm a huge budgeting nerd and aim to make financial planning topics accessible to everyone.

In my down time, I enjoy traveling, cooking, reading, and hiking with my dogs. I currently serve as a mentor and run lead for Tri It for Life, an organization empowering women of all ages and athletic abilities to train for their first triathlon. I also serve on the board of YMCA Emerging Leaders in Charlotte, serve as a foster home for ABC Basset Hound rescue, and I am a Regional Leader and Carolinas Chapter Chair for WIPN (WE Inspire, Promote, Network) wipn.org, a women's leadership and networking group for women in the retirement industry.

I live in Charlotte, North Carolina with my husband, 1 year old son, and 2 dogs.” She joined me this week to tell me more.

For more information: https://archerim.com/

LinkedIn: @EmilyCaseyRassamCDAA,CFP