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  • Writer's pictureNate Baim, MBA, CFP®

Is Your Job Holding You Back?

Are you in the right career? See if you are in a job which is supporting the best you. Take our Career Fit Assessment to find out if you are in a job that is helping or hurting you.

Having a career you enjoy is related to net income. Start with understanding if your job is a good fit for you. If you are not happy with where you are, begin writing down what a career change would like. Draft a strategy to map your career change.

Video Transcript:

Getting ahead in your personal finances means generating an income that allows you to cover your needs, save, and grow. What makes this easier? Loving your job.

Someone who enjoys their work has an advantage over those who work because they need a paycheck and work only for the weekends.

Having a career that "fits" your interests and skills typically relates to income. So, although your maybe in well-paying job now, you may not be satisfied with the position you are currently in.

This means you maybe shortchanging yourself.

But it does not mean you are stuck.

I was in that position once. I was working in well-paying job but was unsatisfied with the day to day work. So, I purposely crafted a savings strategy to buy me the opportunity to change careers. This afforded me the opportunity to start my own Firm.

At Pursuit Planning and Investments, LLC, we believe proactive planning and purposeful behavior can help people get to where they want to go. We believe you can plan your pursuit.

Take our no commitment, online career fit assessment. This can help you begin to understand if you are in a career which is working for you.

The first step is knowing where you are, then you can begin moving forward.

I hope you find your pursuit.


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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