Pursuit Planning and Investments, LLC

We partner with early and mid-career professionals, family builders, and recent university graduates with advanced degrees who earn six-figure incomes. 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 designed our services for Millennials and Gen X. 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!