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  • Writer's pictureNate Baim, MBA, CFP®

How I Help Gen X & Y With Their Pursuit

Video Transcript:

At Pursuit Planning and Investments, LLC, I help Millenials and Gen Xers with household incomes of six figures and more live their life's pursuits. I do this by helping them with the specific financial aspects of their life. I advise and coach them with their financial plan.

Unlike my competitors, I allow myself to be available a hundred percent virtually for our meetings. This cuts out time, especially because you don't have to travel across town, but also makes it easier for us to meet at different times of the day. You're a busy person. You started a family and you're managing your career. And so getting the most out of your day is really important. And making myself a hundred percent virtual is important too.

Also, I am a fiduciary. This means I have to manage conflicts of interest and put your interest before my own. This means that I do not sell products. I do not sell life insurance policies or complex investment products. Although I advise on those elements, I do not sell them. And what this does, is that it allows us to sit down and create a plan for you that puts your goals and aspirations first. And then we work together as a partnership in order to create the action steps that require to help you get to where you want to go.

Third, I've created a series of unique programs that are devised for members of Generation X & Y. The first is the money management program. So this is really sitting down and understanding your budget and cash flow. This is for somebody who wants to take control of their cash flow, or they just don't know where their spending is going and they want to begin to understand what it is to live their life. And to begin to responsibly pay down debt, and to save for some cash in an emergency fund.

The second is the comprehensive financial planning program. A comprehensive financial planning program is much more geared towards individuals or couples that are also looking to manage their cash and budget, but they want to take it to the next step. They recognize that they have numerous goals and aspirations. Whether it is saving for their first child, buying their first home, or second home, changing in careers, or saving for sabbatical. They know that all those goals may be conflicting and it also could be conflicting with the big advanced years retirement goals that they may have. And so, what we do is sit down and create a comprehensive plan in order to manage those trade-offs and to create a series of action steps in order to begin to help you get to where you want to go.

And third, there's the investment management program. The investment management program is for somebody who may just need help with managing funds that they have in an old 401k or 403b. Or if they have a settlement or inheritance that they've received and just don't want to be doing the individual daily tasks of managing those funds. And so that is much more like what you traditionally think of an investment adviser where those funds are then put under care of an investment adviser and then managed by the investment adviser.

Now with the money management and the comprehensive financial planning program we can create a stand-alone plan where we just say these are the strategies that we feel are appropriate for you, and here is the plan. Now go forth and conquer. But financial planning is a process. And so creating a plan is a start to the process. And so what I encourage a lot folks to do when they're looking at hiring an adviser, look for an adviser who can provide them ongoing support. And that's something that I do as well. I will provide ongoing support, and each of these programs have a unique service calendar, so it outlines the responsibilities and tasks that need to be accomplished throughout the year. And we meet throughout the year to discuss those different tasks and items and to make sure that we're updating your plan with the changes that life brings.

If you like to learn more about myself, and if you haven't already, you can sign up for the Planner's Beta. It's our weekly digest. And of course, if you have any questions, feel free to reach out to me by calling or texting, or emailing me. I hope you have a great rest of your week. Thanks!


Have something on your mind? Schedule a free call with Nate.


Pursuit Planning and Investments, LLC is an Investment Adviser registered with the State of Oregon. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Past results do not guarantee future results. Please contact us at 971-803-5948 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from PPI with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.

Investing involves risk. Past results do not guarantee future returns. This content should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice. The performance of an index is not representative of any particular investment, as you cannot invest directly in an index.


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