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Financial Planning for
Working Professionals

PLAN YOUR PURSUIT

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.

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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

Working Professionals

Are you accelerating your career? Are your preparing for retirement? 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?

 

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.

 

7 Steps to Financial Independence
for Working Professionals

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

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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.

Ready to Start the Journey?

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