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"The best way to lengthen out our days is to walk STEADILY and with a PURPOSE."  - Charles Dickens

Achieve Your Purpose

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!

Women Helping Women

Women Helping Women

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.

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Serving Those Who Serve Us

Serving Those Who Serve Us

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.


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Meet Our Experienced Advisors

Jennifer Hicks

Jennifer K. Hicks

Owner, CFP®, CWS®, AIF®

719-590-4110

888-344-6638

Cameron Groah

Cameron Groah

Financial Advisor

719-590-4110

888-344-6638

Sadie Boone

Sadie Boone

Client Service Coordinator

719-590-4110

619-798-4319

Colby Cypriano

Colby Cypriano

Compliance Director

225-612-3820

Bethany Essendrop

Bethany Essendrop

Marketing Coordinator, Registered Administrative Assistant

719-590-4110

888-344-6638

Stan Smiley

Stan Smiley

Senior Vice President, Advanced Planning Group

Juliet Hendrickson

Juliet Hendrickson

Senior Attorney, Advanced Planning Group

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