Build healthy spending and savings habits.
Get a clear plan to pay down debt.
Invest in your future with confidence.
When you’re worried about money, it’s hard to enjoy life.
Maybe you’re being crushed by debt... or you’re living paycheck to paycheck and can’t figure out where your money’s going... or you feel OK about your finances today, but retirement’s a whole different story.
Whatever’s keeping you up at night, know this: You don’t have to figure it out on your own. Our financial advisors can help.
Financial planning isn’t just for wealthy people.
The truth is, everyone can benefit from having a personal financial advisor. Our job is simply to help you understand where you are today financially—wherever that is—decide where you want to be tomorrow and beyond, and take action to close that gap.
If you have questions like these, financial planning is for you:
How can I save more?
Which debt should I pay off first?
Should I buy or lease a vehicle?
Are credit cards always a bad idea?
I'm really bad with money. Where do I start?
How do I begin investing?
Am I contributing enough to my 401K?
Will I ever be able to retire?
Do I need long-term disability insurance?
What kind of life insurance should I buy?
Choose the level of financial services that meets your needs.
We’ll never sell you something you don’t need or aren’t comfortable with.
Hourly Coaching
$225/hour
No Minimum Asset Requirement
Free 15 minute initial consultation
Free risk tolerance assessment
Expert Assistance
Financial Accountability
$799*
No Minimum Asset Requirement
Free 15 minute initial consultation
Free risk tolerance assessment
Up to (4) 1 Hour sessions within 6 months of expert financial advice and assistance
Mobile Investment App
Free eMoney Subscription - our digital platform that provides real-time financial data at a glance
Investment Management
0.9-1.2%**/year
>150K Managed Assets
Free 15 minute initial consultation
Free risk tolerance assessment
Unlimited Expert Assistance
Mobile Investment App
Portfolio Deconstruction/Portfolio Analysis
Free eMoney Subscription - our digital platform that provides real-time financial data at a glance
*Optional ongoing asset management and/or accountability: $0-50K of assets =$49/ month, $50k-150K of assets =$79/month
**0.9% annually for assets managed above $1M
Hey! We’re Brock and Jen.
Few things make people feel more vulnerable than asking for assistance with their money. And it certainly doesn’t help that traditional financial planning is complicated and expensive.
We started Blackmore to solve that problem.
Our Bozeman, Montana-based team is whip-smart when it comes to protecting (and growing!) your money. But we don’t take ourselves too seriously, and we work hard to make the most complex financial concepts accessible—and even fun.
We’ve helped hundreds of people feel more confident and in control of their money, and we’d be honored to help you too.
Financial Accountability
Goodbye, money stress. Hello, hope.
Whether you're building on a solid foundation or you're starting all over, our six-month accountability program can help you find financial peace of mind.
Fee: $799 + optional ongoing membership starting at $49/month
Session 1
Take a deep breath.
Offload your money burdens in a confidential, judgment-free space, and then tell us about your preferred financial future.
Session 2
Get a step-by-step plan to move forward.
Together, we create a practical and realistic plan to reach your specific goals: budgeting, retirement planning, debt reduction, and more.
Session 3
Put your plan into action.
By now, you'll have already reached some short-term goals, and we'll make sure you feel in control of your next steps.
Session 4
Know you're on the right track.
We'll celebrate your progress, adjust the plan if needed, and decide if a monthly accountability membership is right for you.
Areas of Expertise
Budgeting
Purchase Decisions
Savings Goals
Strategic Philanthropy
Cash Flow Planning
Retirement Planning
Investment Planning
Higher Education Planning
Inheritance Management
Insurance and Risk Management Strategy