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.

Four small images of different client personas

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.

To do so, please review my About page carefully, especially 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 right 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:

  1. Send an email.
  2. Write a brief (or longer) overview of what’s on your mind and what I can help with. Feel free to share your state of residence and where you found my name, but don’t include any confidential information (like account statements).

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: