149: Turning Financial Plans Into Purpose-Driven Lives with Emily Rassam

About this episode

Emily Rassam discusses how to create purpose-driven financial plans that reflect clients' values and goals.

Most Advisors build plans around numbers. Emily Rassam builds them around people. In this episode of The Human Side of Money, Brendan sits down with Emily Rassam, Partner and Senior Financial Planner, to explore how she infuses purpose and emotion into every aspect of the planning process. Emily’s approach goes beyond spreadsheets and projections. It’s about helping clients clarify their values, align their decisions, and live intentionally with their wealth. The conversation goes deeper into helping clients define “enough,” connect values to goals, and navigate trade-offs that honor what matters most. Emily offers a window into how she integrates behavioral insights and purposeful planning to make every plan a living, evolving reflection of a client’s life. You’ll Learn: How to uncover the deeper motivations behind client goals The importance of connecting values and money decisions Ways to help clients spend intentionally and celebrate financial joy How to apply behavioral principles to deepen planning conversations Practical scripts to guide clients through trade-offs and “enough” conversations Listen now to learn how to turn every plan into a purpose-driven partnership that…

People in this episode

Host: Brendan Frazier

Guest: Emily Rassam

Topics covered

• financial planning
• purpose-driven lives
• client values
• behavioral insights
• intentional spending

Keywords

• financial planning
• purpose
• client goals
• values
• behavioral insights
• intentional spending
• financial joy

Mentioned in this episode

Organizations: The Human Side of Money

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