More than Your Money, Inc. is a fee-only personal financial advisory firm providing financial advice and planning in Colorado Springs since 1996. We provide integrated financial planning and investment planning for a fee and receive no commissions from the purchase or sale of products. We embrace the fiduciary standard and work in the best interests of our clients.
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Jane Young is a Certified Financial Planner and President of More than Your Money, Inc. She has been a financial planner since 1996. She is also enrolled to practice before the Internal Revenue Service. Jane provides integrated financial planning including investment management, retirement planning and tax planning and preparation.
Our fee-only compensation structure enables you to pay for advice tailored to your specific needs, not for the sale of products. We provide services; we do not sell products. You will know up front what services you will receive and how much they will cost. There are no hidden charges. Because we earn no commissions or referral fees, the only thing gained from our recommendations is your satisfaction.
If you are within ten years of retirement we can help you better understand how you are currently positioned for retirement and create a plan to prepare for a successful retirement. If you have moved into full or partial retirement we can help create a retirement income stream, establish a healthy balance between current enjoyment and long term needs and maintain a portfolio that balances long term growth and safety.
At More than Your Money, Inc., we feel the most effective advisory relationship looks closely at the various pieces that compose each client's financial picture. At More than Your Money, Inc., we believe in investing, not speculating. We feel that a well balanced approach to investing includes a diversity of types of investments, including some of the less exciting asset classes like bonds and cash equivalents.
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Dawn Kruger
Jun 06, 2018
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