Yellowstone Financial, Inc.

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.

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 Comprehensive Planners. Click here to view our Cambridge Pledge to Clients.

  • Decouple Your Way to Financial Independence Decouple Your Way to Financial Independence Financial Independence gives you the confidence to make decisions to maximize your opportunities and quality of life rather than driven by fear of losing a steady paycheck.
  • Cheers and Jeers for 2014 Cheers and Jeers for 2014 There were many reasons to celebrate in the financial world in 2014 and a few to scowl. From the well-publicized to the esoteric, here are some that stood out over the last year.
  • Year-End Financial Moves to Avoid Year-End Financial Moves to Avoid In previous years we’ve talked about strategies to improve your finances at the end of the year. Now we’ll take a different tack and focus on year-end ways you can shoot yourself in the financial foot.

     

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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