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Jane Y

CFP®, Series 63

Colorado Springs, CO

More Than Your Money, Inc.

Jane Young is a CFP® professional with 27 years of experience in financial advising. She has worked at More Than Your Money, Inc. since 2017 and previously spent 18 years at It's Not Just Money, Inc. Jane currently operates in Colorado Springs, CO. More Than Your Money, Inc. provides comprehensive financial planning and limited investment advisory services to families and individuals, with a focus on retirement, tax, estate planning, and support for clients facing widowhood or post-divorce financial challenges. The firm employs a long-term, low-turnover investment approach and offers advice on a non-discretionary basis, combining financial planning with tax services under fee-only arrangements.

General retirement planning General tax planning Cash flow / budgeting
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Heather S

Series 63, Series 65

Colorado Springs, CO

More Than Your Money, Inc.

Heather Solley is a financial advisor at More Than Your Money, Inc. in Colorado Springs, CO, with five years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several firms including Summit Wealth Group and Light Edison. More Than Your Money, Inc. provides comprehensive financial planning and limited investment advisory services to families and individuals, with specialized support for widows, widowers, and clients managing post-divorce finances. The firm emphasizes long-term, low-turnover investments and a functional asset allocation across clients’ total financial picture, offering advice on a non-discretionary basis and engaging clients through fixed-fee or hourly arrangements.

General retirement planning General tax planning Cash flow / budgeting
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