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Start Today

Waiting Will Not Get You Any Closer

Schedule Your Commitment Free Virtual Discovery Meeting

We are committed to helping busy individuals and families. Feel free to choose a meeting time with Nate Baim, MBA, CFP®, which works best for you.

Below is a typical agenda for our first 30-minute virtual meeting:

  • Getting to know one another

  • Why are you seeking an advisor now? What are your goals/challenges?

  • Past advisor experience

  • Share about Pursuit Planning and Investments, LLC and fee-only model, and pricing options

  • Questions/potential next steps

  • Conclusion

Find a time that works best for you below. You will receive a meeting confirmation with webinar details shortly after scheduling a time.

Not ready to schedule a meeting? Learn more about pricing, services, and FAQs here.

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