Thanks for your interest—let’s start the conversation today. We’ll begin with an overview of what you’re looking for and whether or not I can help. There’s no charge to inquire, and you may gain valuable information.
I can work with people in Colorado and most other states.
Before You Reach Out
Your time is precious. Before you spend any of it writing or talking with me, check to see if I’m the right fit for your needs.
Please review my About page carefully, paying particular attention to the types of clients that are an ideal match. Can you see yourself in that group? If not, that’s okay—my services are not the right solution for everybody. I would only want you to work with an advisor who is the perfect match, and there are many other great advisors out there.
If you’d like to get in touch:
- Send an email.
- Write a brief (or longer) overview of what’s on your mind and what I can help with. Please don’t include any confidential information.
What about a phone call? The best way to reach out is to send an email. This improves your chances of connecting with me, and I promise I won’t add you to an email list if you just write with an inquiry. From there, it’s easy to schedule a time when we’re both available.
More information: You pay me through hourly, flat, or asset-based fees. Feel free to review some basic information on pricing.
As a fee-only financial advisor:
- I do not accept commissions.
- I am a fiduciary who is required to act in your best interests.
- You are not required to transfer accounts or invest a minimum amount with me. Investment management services are optional (flat-fee or project work is fine).
Mailing Address
Approach Financial Planning
236 South 3rd St. PMB 216
Montrose, CO 81401
Physical Location (By Appointment Only)
Approach Financial Planning (map)
210 East Main Street
Montrose, CO 81401
Get Your Free eBooks!
See critical big-picture retirement concepts illustrated in charts—explained in plain English by Justin Pritchard, CFP®. Complete with an overview of the most important aspects and takeaways you can use to improve your chances of success. In PDF format. As a bonus, you get a guide to “safe” investing, and a series of educational messages (which you can quit at any time). Get yours now!
Interested in a preview of some of the process and tools we might use? This video helps paint the picture: