Pursuit Planning and Investments, LLC

We partner with working professionals, professionals nearing retirement, 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 goals. A well-crafted plan clearly explains 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!

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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