Jane Young
CFP®, EA, MBA
More than Your Money, Inc.
Certified Financial Planner
Jane Young
CFP®, EA, MBA
More than Your Money, Inc.
Certified Financial Planner
It is my goal to provide you clarity, comfort and confidence to prepare for and transition into your ideal retirement. - Jane Young, CFP®, EA, MBA
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 retirement planning, investment counsel and tax planning to help busy executives and professionals, military retirees and defense contractors and widowed and divorced women 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. Jane is also a personal finance columnist with the Colorado Springs Gazette.
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 as Treasurer on the board of directors and executive committee of the Colorado Springs Leadership Institute. She also currently serves on the Dean’s Advisory Board for the College of Business at UCCS. She is a member of the Rotary Club of Colorado Springs, the Colorado Springs Estate Planning Council, the Southern Colorado Women’s Chamber of Commerce and the National Speakers Association. Jane is also active in several financial planning organizations.
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. In 2017 Jane was featured in Living Well magazine as a ‘Woman Who Inspires’.
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, Money Magazine, Financial Advisor Magazine, Bankrate.com and the Colorado Springs Business Journal.
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 a 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 Planning
- Investment Management
- Tax Preparation
- Tax Planning
- Transition into Retirement
- Financial Education
Ideal Clients
- Retirees and Near Retirees
- Retired Military and Defense Contractors
- Corporate Executives
- Sudden Money Situations
- Widows
- Recently Divorced
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Jane Young is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Jane Young is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
-
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.
-
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.
-
Jane Young is an Enrolled Agent (EA) with the IRSAn enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
-
Jane Young is a Member of the National Association of Tax Professionals (NATP)The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.
Contact Jane Young
Office Locations:
-
1271 Kelly Johnson Blvd.
Suite 240
Colorado Springs, CO 80290
