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.
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.
- Investing in Flat Market With stocks setting new records, it’s an odd time to talk about how to prosper in flat markets.
- A Will Is Not Enough It is tough to talk about your demise and what would happen with your “estate,”, but is all of this careful estate planning enough?
- Ebola and Your Financial Life It’s human nature to fear the threats that we don’t understand and can’t control. Rather than staying tuned to the ranters on CNBC, be mindful in your focus on endogenous factors (that you can control) that lead to positive financial results.
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.