Thanks for your interest—let’s start the conversation today. We’ll begin with an overview of what you’re looking for and explore whether or not I can help. There’s no charge to inquire, and you may gain valuable information.
I can work with people in all 50 U.S. 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.
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.
Want to Get in Touch?
- Review the ideal client profiles (see above).
- Write a brief overview of what’s on your mind and what I can help with, but don’t include any confidential information (like account statements).
- Let me know which service(s) you’re most interested in (see the Pricing page for options).
- Please share how you heard about me, if you’re willing.
- Send your message to Info@ApproachFP.com.
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.
Mailing Address
Approach Financial Planning
236 South 3rd St. PMB 216
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: