The Yard FC: Your Trusted Local Financial Advisor l Homepage

Our Easy Four-Step Work Process

Navigate Your Financial Journey With A Fiduciary Financial Advisor

Let's Get to Know Each Other

Our financial advisor will hop on a call with you and get to know your financial situation, concerns, goals, and dreams for your future.

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Crafting a Plan

Once we have a clear picture of your needs, we'll sit down to craft a personalized financial strategy that will fit you perfectly. Every detail will be tailored to you so your plan feels right!

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Implementation

We'll put the plan into action and guide you through every step, making sure everything is set up correctly and working as it should.

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Checking in Making Adjustments

We'll review the performance of the plan implemented and make sure that the strategies evolve with your life, make necessary adjustments, adapt to new opportunities, and help you stay on course.

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Our Packages

Pricing

Ongoing Financial Planning Services

We charge an initial fee for constructing your comprehensive financial plan.
The fee is determined by factors such as your needs and the complexity of your situation.
A recurring fixed fee, ranging from $1,250 to $2,500 per quarter, is charged for ongoing financial planning after plan delivery.
The fee depends on factors like your specific needs and the time required.
All fees are negotiable and outlined in your Advisory Contract.
No prepayments of $500 or more are required six months in advance.

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Investment Management Services

The fee for investment management services is based on a competitive percentage of assets under management.
Fees are negotiable and clearly stated in the signed Client agreement.
Fees are paid quarterly in arrears, based on the average daily balance of your account(s).
For example, a $1,000,000 account with a 1.00% annual fee would result in a $2,500 quarterly fee.
We may aggregate household accounts for fee calculations.
When working with an Outside Manager, both their fee and ours are included in this charge.
Ongoing financial planning fees are included, and no upfront fee is applied.

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Project Based Services

We charge an hourly fee for project-based financial planning.
This fee is negotiable and will be specified in your Advisory Contract.
We collect 50% of the estimated total fee upfront, with the remainder due upon completion.
We will not bill more than $500 six months or more in advance.

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Emerging Adult Financial Literacy Program

^$1,499

Great gift for the graduate in your life! Research shows that compared to students who took high school personal finance courses, those who took their first personal finance courses in college performed better on investment knowledge assessments (Fox, JJ et al., 2007).

Learn More

Recomendad

Premium Plan

Save 35%

^$29 _{/ Monthly}

25 Analytics Compaign
1,300 Keywords
25 social media reviews
SEO Optimized
Live Support

Purchase Plan

Income Tax & Cash Flow

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Risk Management

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Education Funding

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Emerging Adult Financial Literacy Program

Week one

A quick meeting to get to know you and your financial goals.

Week Two

Discuss your relationship with money and your financial purpose.

Week three

Visualizing your money

Week four

Your spending and savings plan

Week five

Understanding the tax system

Week six

Estate planning for beginners

ABOUT US

The Yard FC: Your Partners In Navigating The Complexities of Wealth Management

Seeking an expert wealth advisor who goes beyond just providing financial advisory services, walks with you at every step, and helps you navigate your financial complexities? You’re at the right place!

Based in Longmont, CO, The Yard Financial Consulting serves clients locally and across the country through virtual meetings and our collaborative platform. We focus on providing personalized financial advice and developing financial strategies that align with your unique financial goals. Whether you’re seeking tax planning and preparation services, the best retirement plans for a comfortable retirement, or expert estate management, we’re here to make your journey smoother with our comprehensive financial planning services.

Our licensed financial advisors specialize in serving high-income and high-net-worth individuals. We serve a select number of clients so the highest standards of quality in financial advisory services can be maintained, and we can build stronger, lasting relationships with each client.

Why The Yard FC Can Be Your Trusted Financial Partner

What Makes Us Stand Out

At The Yard FC, our advisors offer unbiased financial advice based on the client's unique needs. Our fee structure is transparent and straightforward. We are a team of fee-only advisors and never earn commissions or sales of insurance and annuity products. We receive our compensation solely from you and ensure that we adhere to high ethical and legal standards.

Our company is not affiliated with any financial institutions, banks, or insurance companies, so you can find comfort in knowing that our financial consultation services are impartial. So hop on to this journey of wealth management with our financial experts now!

Expert Guidance

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Client Centric Approach

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Team members

Meet The Expert

Dr. David Evans, the Owner, Founding Principal Advisor, and Chief Compliance Officer of The Yard FC, brings a wealth of knowledge and an approachable style to the firm. With a distinguished teaching background at Ohio State University, Kansas State University, and Purdue University, David’s academic and practical expertise and experiences in offering financial advisory services have been highly commendable!

As a fee-only and fiduciary advisor, David believes in guiding his clients with unbiased financial advice without the inherent conflicts of interest of referral fees or commissions.

Meet Professional

David A Evans PhD

Principal Advisor

Delegated Planning

Team

Virtual Outsource Solutions, LLC

Team

Betterment

Investment Management Technology Partner

Let's Talk

The Yard Financial Consulting

Want to make the most of your finances with our personalized financial planning services, or simply need us to answer some of your questions? Don't hesitate to schedule your appointment with us!

Testimonials

What customers feedback about us

(4.8/5)

Based on 1,258 reviews

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Businss Growth

JURGEN K. / Senior Marketer

Professional SEO

ANTHO. / Businessman

Website Performance

METHO K. / Developer

Recent blog

Our Latest Insights

Hey football fans! 🏈

🚫 Why Limit Ourselves to Sports Analogies?

🍽️Not All Financial Planning is Created Equal:

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welcome to

The Yard Financial Consulting Your Trusted Local Financial Advisor

The Yard Financial Consulting

Our Easy Four-Step Work Process

Navigate Your Financial Journey With A Fiduciary Financial Advisor

Our Packages

Pricing

Ongoing Financial Planning Services

Investment Management Services

Project Based Services

Emerging Adult Financial Literacy Program

$1,499

Premium Plan

$29 / Monthly

Emerging Adult Financial Literacy Program

ABOUT US

The Yard FC: Your Partners In Navigating The Complexities of Wealth Management

Why The Yard FC Can Be Your Trusted Financial Partner

What Makes Us Stand Out

Expert Guidance

Client Centric Approach

Team members

Meet The Expert

Let's Talk

The Yard Financial Consulting

Testimonials

What customers feedback about us

(4.8/5)

Businss Growth

Professional SEO

Website Performance

Recent blog

Our Latest Insights

The Yard Financial Consulting
Your Trusted Local Financial Advisor

^$1,499

^$29 _{/ Monthly}