Emily Rassam: Living a Fully Harmonious And Integrated Life

Step into the Pivot

Emily Rassam is the Senior Financial Planner for Archer Investment Management. She has a true passion for helping clients make sense of their financial lives and develop clear plans to achieve their goals. Before Archer Investment Management, Emily spent 14 years at investment firms in New York and North Carolina working with families, executives, and institutional retirement clients.

In her downtime, Emily enjoys traveling, cooking, reading, and hiking with her son, daughter, husband, and dogs. She currently serves 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. She also serves on the board of YMCA Emerging Leaders in Charlotte, as a foster home for ABC Basset Hound rescue, and as 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.

In this episode, Theresa, Ivana, and Emily discussed:

• Growing by slowing down
• Balance versus Harmony
• Assuming the best in others
• Protect your calendar

Key Takeaways:

• Many times people feel that the meaning of “growth” is to keep getting a bigger title and a bigger salary. However, real growth would sometimes mean that you’d have to pause, slow down, and carefully consider what the most meaningful thing in your life truly is and if you’re spending your limited time with the people who mean a lot to you.
• Work-life balance is like walking on a tightrope - you have to keep each side of yourself equal in order to stay upright. However, being in balance in this way is still a stressful picture. Harmony is different, it’s about making one side of your life work well with the other, embracing both and discerning which deserves priority in the moment.
• It’s difficult to see past your own hardships and your own pain. However, when dealing with others, it’s better to always assume the best in them and recognize that they might be going through something heavy in their life. You can only know so much about a person, even if you see them every day. It is best to give people the be

Connect with Theresa and Ivana:

Websites:

Theresa, True Strategy Consultants: https://tsc-consultants.com/

Ivana, Courageous Being: https://www.courageousbeing.com/

Instagram:

Ivana: https://www.instagram.com/courbeing/

Theresa: https://www.instagram.com/tscconsultants/

LinkedIn:

Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/

Theresa: https://www.linkedin.com/in/tree-conti/

Ivana: https://www.linkedin.com/in/ivipol/