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Financial Planning for Millennials and Gen X

PLAN YOUR PURSUIT

Your Goals Are First and Foremost

 

We focus on partnering with early and mid-career professionals, family builders, and recent university graduates with advanced degrees with six-figure household incomes.

Nate Baim, Financial Planner

Nate Baim, MBA, CFP®

Financial Planner, Founding Member

Pursuit Planning and Investments, LLC, is a Registered Investment Adviser in the State of Oregon.

Who We Serve

Who We Serve

Recent Advanced Degree Graduates

Have you recently earned an MBA, JD, MPA, PhD, or other advanced degree?

 

You probably are in the process of navigating your new employee benefits and trying to balance paying off your student loans while rewarding yourself for your hard work.

 

Early & Mid-Career 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?

 

Pursuing your goals will require you to answer many financial questions.

Family Builders

 

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?

 

With shared finances and dependents, there are a host of issues and concerns that you may need to address in your financial life.

 

7 Steps to Financial Independence
for Early and Mid-Career Professionals

We’ve created a guide to get you thinking about tactical steps you can take to create flexibility in your financial plan.

7 Steps to Financial Independence

Click here to download

Why Make a Plan?

Financial planning is a process that can help you achieve your pursuit. A well-crafted plan provides a clear understanding of your current financial circumstance and maps a path to your desired future.

From the Blog

Image by Andy Holmes

Ready to Start the Journey?