Approach Financial Planning

Justin Pritchard, CFP®, MBA, RMA® leads Approach Financial Planning in Montrose with over fifteen years of experience specializing in retirement planning. We operate as a fee-only fiduciary, meaning we charge no commissions for selling financial products and are required to act in your best interests. Our approach offers flexibility: you can choose a flat-fee model or one-time project options, and there is no requirement to transfer funds or invest a minimum amount. If you prefer managing your own investments, we provide guidance on retirement projections, investment strategies, and healthcare costs in retirement. Virtual meetings are available for clients in most states, allowing us to serve you regardless of location.