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Our Services

It's Not All About the Money

How We Help You

Seeking Guidance with Financial Planning

Best for those who need a map for their finances.

Man at Peak Tackling Investments

Best for those who need their investments managed by a professional.

 

Single Engagement Financial Plan

Personal finances can be complicated. If you face numerous financial questions, a financial plan may be best. Single Engagement Financial Planning is offered on a fixed fee basis for clients who do not require ongoing comprehensive financial planning. Fees start at $600 and are negotiable. Based on the complexity of your situation, we will integrate the following areas into a financial plan. 

  • Goal Formation & Accountability

  • Cash Flow and Budgeting

  • Debt Planning

  • Major Purchase Navigation

  • Employee Benefit Maximization

  • Investment Planning

  • Retirement Planning

  • Tax Planning

  • Estate and Legacy Planning

We put your interests first. Pursuit Planning and Investments, LLC, does not prepare estate planning documents or tax returns, nor does it sell insurance products. However, we will work with you to find the best professionals for your unique situation.

 

Ongoing Financial Planning

Pursuit Planning and Investments, LLC, wants to be there with you from the formation to the attainment of your goals. This is why we offer an ongoing subscription model.

We understand your pursuit is unique to you, so we determine prices on a case-by-case basis. We use the following guidelines to help determine prices.

Recent Grad & Coffee

Recent Advanced Degree Graduates

Best for recent university graduate singles with simple planning needs. What is included:

  • Initial comprehensive financial plan covered in two meetings

  • Ongoing client service calendar to help keep you on track to your pursuit

  • On demand access to financial planner

  • Ongoing support and access to budgeting software

  • Ongoing support and coaching of financial plan

  • Three dedicated meetings per year to discuss and update elements of your plan​​

From:

One-time $500 upfront setup and $125/month

Professional at peak of career

Early & Mid-Career Professionals

Best for singles whose financial life is growing more & more complicated.  What is included:

  • Initial comprehensive financial plan covered over four to five meetings

  • Ongoing client service calendar to help keep you on track to your pursuit

  • On demand access to financial planner

  • Ongoing support and access to budgeting software

  • Ongoing support and coaching of financial plan

  • Three dedicated meetings per year to discuss and update elements of your plan

From:

One-time $1500 upfront setup and $150/month

Couple planning for future

Family Builders
 

Best for new and growing families with multiple planning needs. What is included:

  • Initial comprehensive financial plan covered over four to five meetings

  • Ongoing client service calendar to help keep you on track to your pursuit

  • On demand access to financial planner

  • Ongoing support and access to budgeting software

  • Ongoing support and coaching of financial plan

  • Three dedicated meetings per year to discuss and update elements of your plan

From:

One-time $2000 upfront setup and $200/month

All prices are negotiable.

Investment Management Services

We believe in investing with a purpose. Investments are an essential part of executing a financial plan. Investing can help you achieve your pursuits through discipline and focus. We focus on finding low cost, tax efficient, well diversified investment portfolios tailored to your circumstance.

 
Balancing priorities

Investment Management

Best for those who have an old employer sponsored retirement plan that needs to be rolled into an IRA, a large inheritance, a settlement, or cash needing to be invested and managed by a professional.

  • No investment minimum

  • Ongoing re-balancing as needed

  • Annual meeting with financial planner

  • Ongoing access to financial planner for investment management

  • Ongoing access and support to investment portal​

  • ESG investment options available

From:

0.85% AUM

Image by Andy Holmes

Ready to Start the Journey?