Image by Sean Martin

About You

You Want to Go Places

Are You Wanting to Achieve Your Pursuit?

Pursuit Planning and Investments, LLC, works with the following:

Recent Advanced Degree Graduates
You have a lot to offer with your education and experience. Make a plan to help you reach your potential. 


Starting Your Pursuit

Early & Mid-Career Professionals
Keep the momentum going by proactively planning your next move. 

Moving Confidently & Quickly Toward Your Pursuit

Family Builders
 
Get the most out of your family's goals by making a plan and managing the risks.

Sharing the Pursuit with Your New Family

The Excited College Graduate

Did you just earn a graduate degree and have an excellent job offer? There is a lot to think about, and you find yourself asking:

  • What employee benefits should I sign up for? Are my employee benefits covering what I need?

  • How should I pay down my education debts?

  • Am I adequately addressing my immediate needs with an eye to my financial future?

  • What is it going to take to be financially independent?

  • Should I invest or pay off my debts?

While trying to understand your financial circumstances, you realize many parts of your financial life are connected. You wonder, "How do I best manage my aspirations?" Pursuit Planning and Investments, LLC, specializes in working with people like you.

 
The Accelerating Early and Mid-Career Professional 

Are you progressing through your career and beginning to think about your financial health? Are you looking for a career change or starting a business? You may wonder:

  • ​Am I in a good financial position to change employers, careers, or start a business?

  • What happens to my benefits and retirement accounts when I change employers?

  • Am I getting the most out of current employee benefits?

  • How do I best manage my RSUs, ESPP, NQSOs, and ISOs?

  • Do I understand all the financial consequences of my career choices?

While trying to understand your financial circumstances, you realize many parts of your financial life are connected. You wonder, "How do I best manage my aspirations?" Pursuit Planning and Investments, LLC, specializes in working with people like you.

 
 
The Family Builders

Does a new marriage or new kids have you thinking:

  • Are my partner and I effectively keeping track of our finances?

  • Are my partner and I on the same page with our goals and future aspirations?

  • Are we saving enough to buy our first home? How much home can we afford?

  • Are we prepared to grow our family? What should I do about my kids' education expenses?

  • Am I investing correctly in my retirement plan?

While trying to understand your financial circumstances, you realize many parts of your financial life are connected. You wonder, "How do I best manage my aspirations?" Pursuit Planning and Investments, LLC, specializes in working with people like you.

While trying to understand your financial circumstances, you realize many parts of your financial life are connected. You begin to wonder, "How do I best manage my aspirations?"

Pursuit Planning and Investments, LLC, is designed to partner and help you achieve your Pursuits.

Image by Andy Holmes

Ready to Start the Journey?