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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.

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

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

Bethany Essendrop

Bethany Essendrop

Operations and Marketing Coordinator, Registered Administrative Assistant

719-590-4110

Miriam Spencer

Miriam Spencer

Chief Operations Officer, 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.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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Are You Ready for Your Portfolio to Make a Difference?

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.
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The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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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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