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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

Who We Serve and How

Our firm offers dynamic, flexible strategies tailored to the needs of you and your family.
Our personalized approach educates and equips clients so they can confidently face the road ahead.

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Comprehensive Wealth Management

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Investment Management

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Ongoing Financial Coaching

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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.

  • Working with Women

    Women are one of the most underserved people groups when it comes to long term financial planning. They have unique needs and perspectives and no one understands this better than other women.

    Learn More >

  • Working with Military Clients

    Whether you are currently serving, thinking of leaving the service, or have been retired for many years, Military Benefit Coordination can be confusing and time consuming. However, it's imperative that as a service member you take full advantage of every benefit offered to you and your loved ones.

    Learn More >

  • Community Involvement

    Investing in our community is one of our top priorities. We do that through a variety of organizations such as the Broadmoor Rotary, Colorado Springs Military Affairs Council, Chamber of Commerce, Mountain Post Santa's Workshop and Angels of America's Fallen.

    Learn More About Angels of America's Fallen >

    Learn More About Our Community Involvement >

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

Client Services Manager, 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

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.

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
Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?
Learn More
Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
Learn More
What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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.

"Success is liking yourself, liking what you do, and liking how you do it."

- Maya Angelou

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

- Kurt Hahn

"Success is no accident. It is hard work, perseverance, learning, studying, sacrifice, and most of all, love of what you are doing."

- Pele

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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