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:
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What employee benefits should I sign up for? Are my employee benefits covering what I need?
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How should I pay down my education debts?
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Am I adequately addressing my immediate needs with an eye to my financial future?
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What is it going to take to be financially independent?
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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:
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Am I in a good financial position to change employers, careers, or start a business?
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What happens to my benefits and retirement accounts when I change employers?
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Am I getting the most out of current employee benefits?
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How do I best manage my RSUs, ESPP, NQSOs, and ISOs?
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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:
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Are my partner and I effectively keeping track of our finances?
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Are my partner and I on the same page with our goals and future aspirations?
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Are we saving enough to buy our first home? How much home can we afford?
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Are we prepared to grow our family? What should I do about my kids' education expenses?
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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.
