Your Goals Are First and Foremost
We advise working professionals and their families who want to grow their wealth and live their best lives.
Our focus is to help you achieve your pursuit. We spend most of our time focusing on making the most of your cash flow, optimizing your savings, helping you evaluate investment opportunities, and enjoying your best life.
Nate Baim, MBA, CFP®
Financial Planner, Founding Member
Pursuit Planning and Investments, LLC, is a Registered Investment Adviser in the States of Oregon and Indiana. Prior to any advisory work conducted outside Oregon and Indiana, Pursuit Planning and Investments, LLC, would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.
We offer fee-only fiduciary financial planning and investment management services.
Who We Serve
Who We Serve
Working Professionals
Are you accelerating your career? Are you looking to change jobs in the near future or considering going back to school? Are you concerned about maximizing your current lifestyle while saving for your future goals? Are you looking to understand your retirement plan? Are your preparing for retirement?
Pursuing your goals will require you to answer many financial questions.
Families
Did you just get married or have a new addition to the family? Are you looking to purchase a home? Or are you trying to figure how much to save for your children's education and your retirement? Are your preparing for retirement?
With shared finances and dependents, there are a host of issues and concerns that you may need to address in your financial life.
From the Blog
