Jane Young

CFP®, EA, MBA

More than Your Money, Inc.

Financial Advisor

Jane Young

CFP®, EA, MBA

More than Your Money, Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jane Young, CFP®, EA, MBA

(719) 722-2135

Fee Only Financial Planner Located in Colorado Springs, CO and Serving Clients Nationwide

Jane Young is a Colorado Springs, CO fee-only financial planner. More than Your Money, Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jane Young is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.  Prior to becoming a financial planner Jane held several management positions at Digital Equipment Corporation and Quantum Corporation, where she worked for 14 years.  Jane holds a Bachelor of Science degree in Business Administration from the University of Colorado and an MBA from the University of Colorado. 

Jane is very active in the community.   She is a past president of the Rotary Club of Colorado Springs and a past president of Leadership Pikes Peak.  She is a graduate of the Leadership Pikes Peak class of 2004.   She is a past president of the Financial Planning Association of Southern Colorado and a past president of the Pikes Peak Chapter of the National Association of Women Business Owners. Jane is also the past Chairperson of the University of Colorado at Colorado Springs, College of Business, Alumni Leadership Team.  Jane is a 2009 graduate of the Leadership Program of the Rockies and a 2011 graduate of the Colorado Springs Leadership Institute.

 

She currently serves on the Dean’s Advisory Board and the Alumni Leadership Team for the College of Business at UCCS.  She also serves on the board of directors for the Colorado Springs World Affairs Council, and is a member of the Rotary Club of Colorado Springs and the Colorado Springs Estate Planning Council.

Jane was selected as a 2010 Woman of Influence by the Colorado Springs Business Journal and was nominated for the 2014 Athena Award by the Colorado Springs Regional Business Alliance.  She also received the Colorado Springs Gazette’s 2014 ‘Best of the Springs’ Silver Award for Best Financial Planner.

Jane has been quoted in several local and national publications including The Wall Street Journal, US News and World Report, Consumer Reports, Investment News, MSN Money, Kiplinger Magazine, Financial Advisor Magazine, Bankrate.com and the Colorado Springs Business Journal.  Jane is currently a personal finance columnist for the Colorado Springs Gazette.  

Jane is from St. Louis, but grew up in Colorado Springs.   She enjoys skiing, golfing, traveling, painting and studying French.

Jane Young is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jane Young is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jane Young is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Alliance of Comprehensive Planners
    Jane Young is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

  • Financial Planning Association
    Jane Young is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Jane Young

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Office Locations:

  • 1271 Kelly Johnson Blvd.
    Suite 240
    Colorado Springs, CO 80290

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