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Jane Y

CFP®, Series 63

Colorado Springs, CO

More Than Your Money, Inc.

Jane Young is a CFP® certificant with 26 years of industry experience, currently practicing at More Than Your Money, Inc. She has worked at It's Not Just Money, Inc. since 1999. Based in Colorado Springs, CO, she holds a Series 63 license. More Than Your Money, Inc. offers 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 employs a long-term, low-turnover investment approach and provides advice on a non-discretionary basis, combining financial planning with tax services under fixed-fee or hourly 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 with More Than Your Money, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and five years of industry experience. Her work history includes roles at Light Edison and Brown & Associates, among others. 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 navigating post-divorce financial matters. The firm emphasizes long-term, low-turnover investments and a functional asset allocation tailored to the client’s full financial picture, delivering advice on a non-discretionary basis through fixed-fee or hourly arrangements.

General retirement planning General tax planning Cash flow / budgeting
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