Can you be smarter with your finances?

Yellowstone Financial, Inc. is an independent, fee-only financial planning practice based in Boulder, Colorado.

We are fee-only financial advisors. That means we sell no products and receive no commissions. Instead, you pay us an annual fee for our objective, personal advice on how to achieve your financial goals. This annual retainer covers all the meetings necessary and allows you to contact us whenever you have questions or your life changes.

We focus on helping you achieve financial independence, by taking a careful look at your financial obligations, goals, and plans for the future. To read more about the services we offer, click here.

  • Being Smart with your Stock Options Being Smart with your Stock Options Today employee stock options don’t provoke the same heart pounding exhilaration as the 90s. But stock options still have their place and can be a valuable part of your compensation package at established and emerging companies.
  • Four Tips to Keep Travel Abroad Within Reach Four Tips to Keep Travel Abroad Within Reach You may think international travel is extremely costly, but it doesn’t need to be. With these tips, you can help keep down the costs and risks of your next sojourn abroad.
  • Do You Need a Tax Pro? Do You Need a Tax Pro? Whenever we start working with financial planning clients, we review their past tax returns. While many of them are ably self-prepared, we have found that with some categories of people it makes sense to use a tax professional.

     

Yellowstone Financial’s founder, Dave Gardner, is a Certified Financial Planner (CFP®), admitted to practice before the Internal Revenue Service.  He writes the personal finance column for the Daily Camera newspaper.

Dave is also a proud member of the Alliance of Cambridge AdvisorsClick here to view our Cambridge Pledge to Clients.

Ready to get going? Contact us to schedule a no-cost, no-obligation initial consultation. We’ll talk about your financial concerns and objectives and the solutions we provide. If there is a match, we can talk further about working together to help you take the headache out of your finances and achieve the financial independence you desire.

Getting ready for an appointment? Visit our appointment preparation page.

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