More than Your Money, Inc.
More than Your Money, Inc. is a fee-only personal financial advisory firm providing planning in Colorado Springs since 1996. We provide integrated financial planning and investment management 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.
Our passion is to work with you as a partner to help you reach your long term goals. We strongly believe that ongoing service is key for most clients. It is our job to get to know and understand you to help achieve the goals that are especially important to you.
Our services include integrated financial planning, investment advice, retirement planning, tax planning, tax preparation and estate planning. We help our clients prepare for retirement and make the transition into retirement.
We specialize in working with busy executives and professionals, pre-retirees and retirees, recently widowed or divorced women, military contractors and retired military.