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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

Sadie Boone

Sadie Boone

Client Service Coordinator, Registered Administrative Assistant

719-590-4110

Jessica Greason

Jessica Greason

Director of Operations, Spencer Financial

719-590-4110

Beth Essendrop

Beth Essendrop

Financial Advisor and Marketing Coordinator

719-590-4110

Jake Wyllie

Jake Wyllie

Financial Advisor, Spencer Financial

816-792-8772

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

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.

16 Wall Street Cliches in 60 Seconds

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn More
Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Learn More
Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Learn More
Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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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