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 who earn six-figure incomes.
Nate Baim, MBA, CFP®
Financial Planner, Founding Member
Pursuit Planning and Investments, LLC, is a Registered Investment Adviser in the State of Oregon.
We offer fee-only fiduciary financial planning and investment management services.
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.
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.
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.