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
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
Ongoing Financial Coaching
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.
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.
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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.
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 >
Visit Our Giving Portal >
Learn More About Our Community Involvement >
Owner, CFP®, CWS®, AIF®
CFP®, President & Financial Advisor at Spencer Financial
CWS®, CEO & Financial Advisor of Spencer Financial
Client Service Coordinator, Registered Administrative Assistant
Director of Operations, Spencer Financial
Operations and Marketing Coordinator, Registered Administrative Assistant
Financial Advisor, Spencer Financial
Client Services Manager, Spencer Financial
Senior Vice President, Advanced Planning Group
From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.
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
"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.
At Purpose Planning, we take inspiration from watching our clients meet their goals, big or small. What inspires you?
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.