You're smart enough to figure all of this out yourself, but maybe you;d rather do other things. That describes most clients of Approach Financial Planning. And if you prefer not to work with a big firm (with the requisite expensive suits and CNBC blaring on the television), you're in the right place.
We're not trying to emulate Wall Street. My priority is to help you get clarity and confidence as you move into the next chapter of life.
Take advantage of my 15 years of experience to get the answers and guidance you need. You'll pay no commissions under our fiduciary, fee-only arrangement. Whether you want ongoing investment advice and management or a one-time flat-fee analysis, you're in control of the relationship.
Justin Pritchard, CFP® (the founder of Approach Financial, Inc.) has been quoted in the New York Times, Consumer Reports, the Wall Street Journal, Time, Forbes, and more.
|Firm Start Year:||2018|
|Name of Custodial Firm:||Charles Schwab, TD Ameritrade|
|Number of Years with Current Firm:||2|
|I work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Advisory Services Provided:||Financial Planning for Businesses, Financial Planning for Individuals, Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers|
|Investment Types:||Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via Phone, At my office, Video Conference|
|Assets Managed by Firm:||$10,599,904|
|Assets Managed by Advisor:||$10,599,904|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Hourly, Flat Fee, Based on Assets|
|Additional Details on Charges:||Flat-fee financial planning is available for one-time financial advice.|
|Minimum Fee Charged for Managed Accounts:||1%|
|Minimum Fee Charged for Hourly Planning Accounts:||$250|
|Bachelor of Arts - Spanish Literature and Language||
University of Colorado
|Master of Business Administration||
University of Colorado
Approach Financial, Inc. is registered as an investment adviser in the state of Colorado and is licensed to do business in any state where registered or otherwise exempt from registration.
Hi, I'm Justin Pritchard, CFP®, founder of Approach Financial, Inc. in Montrose, Colorado. I've been helping people with their money for over 15 years, and my goal is to help you get things done so you can move on to the more important things in life. Whether you prefer to spend time with loved ones, get outdoors, or do anything else, getting those necessary financial tasks behind you makes it easier.
I love helping people get on track and stay there. Let's figure out when you can retire, what it will look like, and examine several what-if scenarios. See how Social Security and healthcare expenses might look in your future. Can you retire early, and what will it take to do so? Do you need help evaluating whether or not it makes sense to take a pension, buy an annuity, or use other strategies that you've heard about?
I don't know everything about everything, but I have been quoted in the New York Times, Consumer Reports, the Wall Street Journal, Time, Forbes, and more. Please let me know what's on your mind!
|Crested Butte||Grand Junction|