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Current Clients

"Plans are nothing; planning is everything."

-Dwight D. Eisenhower

Financial Planning 

Log in here to track your budget, review your tasks, and see your current financial picture.

Investments

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Payment

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CONTACT US

Text or Call: 971-803-5948

Located in Portland, OR

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Fiduciary Oath

Disclosures  & Terms of Use

Current Clients

© 2018-2026 by Pursuit Planning and Investments, LLC. All rights reserved. ​Pursuit Planning and Investments, LLC offers advisory services through XYPN Sapphire, an SEC- Registered Investment Adviser. For access to XYPN Sapphire’s Form CRS, Form ADV, privacy policy, and other disclosures please visit: https://xypnsapphire.com/disclosures

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