Broker Check

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.

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 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

Operations and Marketing Coordinator, Registered Administrative Assistant

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

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.

Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
Learn More
Intellectual Property and Your Estate

Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Learn More
Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.
Learn More
5 Reasons to Invest in Your 401(k)

5 Reasons to Invest in Your 401(k)

Did you know that your savings can compound over time?
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.

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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