Purpose Planning

Purpose Planning is a small, independently managed financial planning firm based in Colorado Springs, Colorado. With three employees, the firm has generated $2.5 million in revenue. Purpose Planning positions itself as a full-service firm providing tailored financial solutions for both individuals and business owners. The firm offers a range of services designed to help clients meet a variety of financial goals. These include retirement planning, college savings strategies, home buying guidance, tax optimization, and estate planning. Purpose Planning emphasizes a client-centric approach, emphasizing that earning their trust is paramount to their success. Despite being based in Colorado Springs, Purpose Planning serves clients across the United States in over 20 states, demonstrating their commitment to providing quality financial planning services regardless of location. Beyond their financial expertise, the firm actively participates in local community organizations, reflecting their dedication to the Colorado Springs community. To learn more about Purpose Planning and their services, you can visit their website at www.PurposePlanning.com. You can also contact them by phone at (719) 590-4110 or by mail at P.O. Box 62937, Colorado Springs, CO 80962. Their physical address is 1980 Dominion Way, Suite 101, Colorado Springs, CO 80918.