More Than Your Money, Inc.
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About
More Than Your Money, Inc. provides comprehensive financial planning and limited investment advisory services to families and individuals, including retirement planning, tax planning and individual income tax return preparation, estate‑planning counseling, insurance review, budgeting, and coaching. The firm also notes specialized support for widows, widowers, and clients navigating post‑divorce financial matters.
The adviser favors long‑term, low‑turnover investments and a functional asset allocation that accounts for a client’s total financial picture (retirement and non‑retirement accounts, savings, real estate, and other assets), relying on mutual funds, ETFs, CDs, money market funds and cash equivalents. Advice is delivered on a non‑discretionary basis with periodic or on‑request account reviews rather than through continuous discretionary management.
Compared with many peers, the firm does not use percentage‑of‑assets‑under‑management pricing and instead engages clients through fixed‑fee or hourly arrangements while operating as a fee‑only advisor and not charging performance‑based fees. It also combines financial planning with tax services (staff hold an Enrolled Agent credential) and participates in fee‑only professional networks, reflecting an integrated tax‑and‑planning focus that is less common among supported advisers.
Client services
Expertise
Fee options
Fixed fees starting at $6,500 per year for Standard Integrated Engagements, and $5,000 per year for Investment Management Engagements, varying by client complexity
$500/hour
Minimum fee: Standard Integrated Engagements begin at $6,500 per year; Investment Management Engagements begin at $5,000 per year Fee-only: Fees charged on an hourly or fixed basis; no commissions received
Main office
1271 Kelly Johnson Blvd, Ste 210
Colorado Springs CO 80920-3964
Advisors at this office
2
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
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.
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