Stay the Course
We are here to help you navigate the market during these uncertain times.
Welcome! I’m Jennifer K. Hicks, a Certified Financial Planner™ in Colorado Springs, Colorado. With over 2 decades of experience and clients in over 20 states, my team and I have a passion for helping clients with unique financial needs. Specifically, we love working with two groups of people that we feel are under-served: women and active duty or retired military officers.
That is why Purpose Planning does not offer just a handful of investment products. We create a customized experience for each and every client based on their specific needs. Our services include retirement planning, military retirement/benefit coordination, professional money management, income distribution plans, and insurance products.
We want to help you Achieve Your Purpose!
We believe that women are one of the most under-served groups when it comes to long-term financial planning services.
Generally speaking, women have a different career progression than their male counterparts. They also often have different priorities and fears.
As women, we understand how your life experiences shape the way you make decisions.
One of our greatest joys is empowering women to take control of their finances and their futures.
Active duty and retired military personnel have a unique set of benefits that are not found in the mainstream workforce.
Making sure you understand these benefits and maximize them is vitally important to achieving your financial goals.
We have the utmost respect for our service men and women and are honored to serve them by offering our expertise in military benefit coordination.
Owner, CFP®, CWS®, AIF®
Client Service Coordinator
President & Financial Advisor at Spencer Financial
CEO & Financial Advisor of Spencer Financial
Operations and Marketing Coordinator, Registered Administrative Assistant
Senior Vice President, Advanced Planning Group
Senior Attorney, Advanced Planning Group