Jane Young

CFP®, EA, MBA

More than Your Money, Inc.

Owner

Jane Young

CFP®, EA, MBA

More than Your Money, Inc.

Owner

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Jane Young, CFP®, EA, MBA

Jane Young is a fiduciary financial advisor in Colorado Springs, CO. It's Not Just Money, Inc. specializes in comprehensive financial planning to help clients plan, grow and protect their assets through all stages of life. As a fiduciary, Jane Young has a sworn and legal obligation to put the interests of the client first, 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.

Jane Young's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Financial Planner (CFP)

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.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Management
  • Women's Financial Issues
  • Widows and Widowers
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Widows and Widowers
  • High Net-Worth Clients
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

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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