Pursuit Planning and Investments, LLC

We partner with working professionals and their families to help them plan their pursuits. We see financial planning as something more than just investments. Financial planning is a process that can help you achieve your pursuit. A well-crafted plan provides a clear understanding of your current financial circumstance and maps a path to your desired future.

We help you uncover strategies to help you manage your:
- Goals
- Cash Flow & Budgeting
- Investment Planning
- Major Purchases
- Retirement Planning
- Tax Planning
- Debt Planning
- Employee Benefit Maximization
- Equity Compensation Planning (RSUs, ESPP, NQSOs, & ISOs)
- Estate & Legacy Planning

We offer unambiguous prices and do not require asset minimums to attain sound financial advice and services. We provide on-demand scheduling and virtual services. Plan your pursuit!