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719-590-4110
contact@purposeplanning.com
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What's Your Purpose?

We empower you to achieve your purpose by providing a tailored approach and proactive service.


"The best way to lengthen out our days is to walk STEADILY and with a PURPOSE." - Charles Dickens 

How We Serve You

Our firm offers dynamic, flexible strategies tailored to the needs of a variety of clients including single and married women, military families, families working on legacy and inheritance planning and more.
Our personalized approach educates and equips clients so they can confidently face the road ahead.

Comprehensive Financial Plans

Investment Management

Ongoing Financial Coaching

One-Time Consultation

What's OUR Purpose?

What's OUR Purpose?

We have a passion for serving women at all stages of life,  military personnel and their families (both active duty and retired), and giving back to our community.

Meet the Team

Jennifer K. Hicks

Jennifer K. Hicks

Owner, CFP®, CWS®, AIF®

719-590-4110

Stevie Green

Stevie Green

CFP®, President & Financial Advisor at Spencer Financial

719-590-4110

Dusty Green

Dusty Green

CWS®, CEO & Financial Advisor of Spencer Financial

719-590-4110

Jenny Keane

Jenny Keane

Client Services Manager

719-590-4110

Jessica Greason

Jessica Greason

Vice President of Operations, Spencer Financial

719-590-4110

Beth Essendrop

Beth Essendrop

Financial Advisor

719-590-4110

Jake Wyllie

Jake Wyllie

Financial Advisor, Spencer Financial

816-792-8772

Jenny Keane

Jenny Keane

Client Services Manager

719-590-4110

Miriam Spencer

Miriam Spencer

Client Services Manager, Spencer Financial

719-590-4110

Colby Cypriano Barnett

Colby Cypriano Barnett

Compliance Director

225-612-3820

Stan Smiley

Stan Smiley

Senior Vice President, Advanced Planning Group

719-590-4110

Jenny Keane

Jenny Keane

Client Services Manager

719-590-4110

Knowledge Leads to Financial Freedom

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Safeguarding Purchasing Power Across Generations

Safeguarding Purchasing Power Across Generations

Help protect what your wealth can do now and across generations.
Learn More
Understanding Homeowners Insurance

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.
Learn More
Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Learn More
Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn More

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Purpose Planning is an impactful, steadfast partner of Angels of America's Fallen which honors our nation's fallen heroes by supporting the dreams of their children. A leading corporate supporter, Purpose Planning's generosity also includes regular outreach to the community and tremendous volunteer support. We're grateful for all Purpose Planning does! 

- Joe Lewis (Founder and CEO of Angels of America's Fallen)

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Advisors LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.

"Think highly of yourself because the world takes you at your own estimate."

- Kurt Hahn

"We have always known that Purpose Planning is just a phone call away. To us, Purpose Planning means integrity and credibility. We have always known that they have our best fiduciary interest at heart."

- Pat and Stacy Kluckman


This testimonial and/or endorsement was given by a client/clients of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.


We All Need a Little Inspiration

At Purpose Planning, we take inspiration from watching our clients meet their goals, big or small.  What inspires you?

Have a question?

We're happy to address any concerns or questions you may have, even if you're not a current client. One of our staff will reach out soon to help answer any concerns or questions.

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