Financial Advice for Busy People

You're smart enough to do all this yourself. But maybe you'd rather spend your time on other things — or you're just not wired for this stuff. You're in the right place.

Image showing media mentions in WSJ, Forbes, USAToday, Yahoo! Finance, HuffPost, Reader's Digest, and more

Services

401(k) plans (or similar): Consulting on plan design and vendor selection. Plus, education for all staff members.

Planning for your future: Fee-only (commission-free) financial planning for individuals and families. Flat-fee, hourly, and asset-based payment options.

Investment management: Whether you prefer to hand it over or handle it yourself.

About

Justin Pritchard, CFP®, MBA:

  • Approach Financial is a fee-only firm
  • Over 14 years of experience with employer retirement plans and individuals
  • Transparent, up-front pricing
  • No commissions for financial product sales
  • An accountability partner to help you get it done!

Get Started!

Ready to learn more? Call or write to schedule a complimentary introductory meeting. We'll discuss your needs and determine how to proceed.

Free Download

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.