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More Than Your Money
MORE THAN YOUR MONEY, INC. is an SEC-registered investment adviser in COLORADO SPRINGS, CO. It has 2 employees and 2 investment advisers. The firm is...
More Than Your Money
MORE THAN YOUR MONEY, INC. is an SEC-registered investment adviser in COLORADO SPRINGS, CO. It has 2 employees and 2 investment advisers. The firm is registered with the SEC.
General information
Firm type
Asset Manager
Year founded
2011
Location
Region
North America
Country
United States
City
Colorado Springs
Corporate office
Sanford, FL, United States
Principals
Jacquette M. Timmons
President and CEO
Sector focus
Frequently asked questions
Does More Than Your Money manage assets or recommend specific investments?
No. The firm provides financial coaching and education, not investment management or advisory services. Timmons structures engagements around behavior change, budgeting, and values-aligned money decisions, and she does not sell financial products or manage portfolios (per the firm's public disclosures).
What professional background does Jacquette Timmons bring to her coaching practice?
Timmons began her career in investment banking and moved into institutional derivatives sales and trading, working on structured products and equity derivatives desks. She transitioned to full-time financial coaching in 2011 and published "Financial Intimacy: How to Create a Healthy Relationship with Your Money and Your Mate" the previous year (per the firm's official biography).
Who is the typical client for More Than Your Money?
The firm serves individuals and couples who are high earners but feel disconnected from their financial picture. Typical contexts include professionals with equity compensation seeking clarity before liquidity, entrepreneurs navigating uneven cash flow, and executives between roles who want to reset spending patterns before the next income chapter.
How does More Than Your Money source clients and corporate engagements?
Timmons relies almost entirely on inbound speaking inquiries, referrals from past clients, and her public-booking presence through agencies and direct corporate outreach. She has delivered keynotes and workshops for companies in technology, financial services, and professional services, converting attendees into private coaching clients (per public record).
Is More Than Your Money affiliated with any wealth management firm or family office?
No. The firm operates independently and has no disclosed affiliations with RIAs, broker-dealers, or family offices. Timmons has maintained a product-free model since founding, a structure that distinguishes her from bank-affiliated financial wellness programs and planning firms that derive revenue from asset-based fees.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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