Purpose Planning

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Purpose Planning is an independently managed, full service, financial planning firm providing quality planning and creative solutions for individuals and business owners.

Every career tells a different story, but they all reflect dedication, perseverance, and purpose.This Labor Day, we cele...
09/07/2026

Every career tells a different story, but they all reflect dedication, perseverance, and purpose.

This Labor Day, we celebrate the hard work behind those stories and hope you had a weekend filled with rest, family, and time to enjoy what you've built.

No two financial situations are exactly alike. But after years of helping people manage their money, we've learned the e...
09/03/2026

No two financial situations are exactly alike. But after years of helping people manage their money, we've learned the emotions around money are remarkably similar.

The fear of making the wrong decision. The responsibility of providing for family. The uncertainty that comes with change.

Those emotions are real, and they can shape the decisions we make.

Sometimes the greatest value of an advisor is having someone who can help you talk through what's really driving the decision and help bring clarity to the uncertainty.

For many executives, success can become concentrated in one place. The same company may provide your income, bonus, equi...
08/31/2026

For many executives, success can become concentrated in one place. The same company may provide your income, bonus, equity compensation, and a significant portion of your future wealth.

That's not necessarily a problem, but it is something worth paying attention to.

We've found that some of the most productive planning conversations begin with a simple question: How much of my financial future depends on a single outcome?

As careers progress and equity compensation grows, it's important to periodically step back and evaluate how different pieces of your financial life fit together.

Business owners carry a lot.Employees. Clients. Operations. Growth opportunities. Family responsibilities.And somewhere ...
08/28/2026

Business owners carry a lot.

Employees. Clients. Operations. Growth opportunities. Family responsibilities.

And somewhere in the middle of all that are the decisions that don't have a deadline but still deserve attention.

The ones you know you'll need to address eventually.

We've found that many business owners are looking for the time, space, and perspective to think through what's already on their mind. Our team is here to have those conversations when you are ready.

It's hard to believe we're already talking about the second half of the year.The goals we set in January don't become le...
08/26/2026

It's hard to believe we're already talking about the second half of the year.

The goals we set in January don't become less important just because life got busy.

This can be a great time to pause, revisit your priorities, and ask yourself a simple question:

Is my plan still aligned with where I want to go?

There's still plenty of time left in the year to make meaningful progress.

Sending a child to college comes with a long checklist.Housing. Tuition. Class schedules. Move-in day.What often catches...
08/24/2026

Sending a child to college comes with a long checklist.

Housing. Tuition. Class schedules. Move-in day.

What often catches parents by surprise is that once a child turns 18, they become a legal adult.

That means parents may no longer have automatic access to certain medical, financial, or educational information, even in situations where they're trying to help.

Most families don't discover this until they're faced with an unexpected situation. Back-to-school season can be a valuable time to review whether important legal documents and authorizations are in place.

Some life transitions come with more questions than answers.In those moments, it's easy to feel like every decision need...
08/21/2026

Some life transitions come with more questions than answers.

In those moments, it's easy to feel like every decision needs to be made immediately. Often, it doesn't.

One of the purposes of thoughtful planning is to create flexibility when life doesn't go according to plan. To provide options, guidance, and a foundation to lean on when emotions are understandably taking up most of your attention.

You don't have to have everything figured out today. Sometimes the most important thing is simply having the time and space to process what matters most.

Many people walk into a review meeting expecting to talk about performance. And while that's certainly part of the conve...
08/20/2026

Many people walk into a review meeting expecting to talk about performance. And while that's certainly part of the conversation, it's rarely the most important part.

Maybe there's a new opportunity you're considering. A family milestone on the horizon. A question that's been sitting in the back of your mind. Or maybe life simply looks different today than it did a year ago.

Those details matter. Here are a few questions to consider you may not have considered.

People often evaluate an investment strategy by looking at average returns. In retirement, there can be more to the stor...
08/18/2026

People often evaluate an investment strategy by looking at average returns. In retirement, there can be more to the story.

Two retirees may experience the same average return and still have very different outcomes.

That's one reason retirement planning requires more than a long-term return target. Decisions around income, withdrawals, and flexibility can all play an important role over time.

Retirement planning is an ongoing process of balancing today's income needs with tomorrow's opportunities and uncertainties.

Back-to-school season isn't just about new backpacks and fresh notebooks. It's also a great time to start thinking about...
08/17/2026

Back-to-school season isn't just about new backpacks and fresh notebooks. It's also a great time to start thinking about your family's future.

A 529 plan can do more than help fund education. It can spark meaningful conversations about saving, planning ahead, and investing in the next generation. With tax advantages, added flexibility, and even new opportunities to roll unused funds into a Roth IRA (when eligible), these accounts have become more valuable than ever.

Every family's situation is different, and the right strategy depends on your goals and your state's options.

šŸŽ„ Watch Jennifer Hicks explain why a 529 plan can be one of the most impactful gifts you give, not just financially, but through the conversations it creates for years to come.

https://www.youtube.com/watch?v=ia0bTy8zgAU

Questions about 529 plans or education planning? Reach out to Purpose Planning. We're here to help.

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Colorado Springs, CO
80962

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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