Nate Baim, Pursuit Planning and Investments, LLC - PreciseFP

Nate Baim, Pursuit Planning and Investments, LLC

“PreciseFP’s technology allows me to create a unique and valuable experience for my clients while keeping my practice operating efficiently. My clients appreciate that I can provide a unique, white-glove experience. I could only offer such support to my clients because of the scalability and flexibility of PreciseFP’s offering.”

Start your free 7 day trial

Hassle-free data gathering

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.