Nate Baim
Planner CCO Founding Member @Pursuit Planning And Investments, Llc
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WORK HISTORY
Planner CCO Founding Member @Pursuit Planning And Investments, Llc
Portland, OR, US
Pursuit Planning and Investments, LLC, is an independent, fee-only, financial planning firm that helps working professionals and their families grow their wealth and live their best lives.
EDUCATION
Indiana University - Kelley School of Business
B.S., Finance
Willamette University MBA
Master of Business Administration (MBA), Finance and Sustainability Management
SKILLS
ABOUT NATE BAIM
I founded Pursuit Planning and Investments, LLC, a financial planning and investment management firm devoted to helping working professionals and their families grow their wealth and live their best lives. I work to- Align your values with your goals- Help you develop a deep understanding of your cash flow- Teach foundational knowledge so you feel informed when making decisions with your money- Guide you through alternative strategies so you may decide on your best course of action - Inform you how to manage risks that may jeopardize your pursuitMy practice operates as a fee-only fiduciary firm. This model requires me to place your interest before my own, and it makes financial planning accessible to those who may not have a lot of wealth. My specialties include- Goal Formation & Accountability- Cash Flow and Budgeting- Debt Planning- Major Purchase Navigation- Employee Benefit Maximization- RSU, ESPP, and Stock Option Advisement- Investment Planning and Management- Retirement Planning- Tax PlanningI focus on living a life devoted to growth through integrity, sustainability, wisdom, and adventure.View disclaimer at planyourpursuit.com/disclaimer.
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