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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.

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much...
10/16/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what’s changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that’s a conversation we’re here to help you navigate.

Some future expenses are easier to plan for because you know roughly when they’re coming.That’s where a bond ladder may ...
10/15/2026

Some future expenses are easier to plan for because you know roughly when they’re coming.

That’s where a bond ladder may come into the conversation.

By staggering bond maturities across different dates, investors can create a schedule where portions of the portfolio mature at different times, potentially providing funds for future needs while the remaining bonds stay invested.

Like any investment strategy, the right structure depends on your goals, timeline, and broader portfolio.

Sometimes knowing when you'll need the money can help shape how you invest it today.

Success can create something we don’t talk about enough: more choices.And choices come with tradeoffs.A promotion may me...
10/13/2026

Success can create something we don’t talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space and less flexibility. Building wealth may eventually give you the ability to work less, change careers, or spend differently.

As your financial life grows, the conversation often becomes less about what’s possible and more about what’s worth it.

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.Maybe you planned to retire...
10/07/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?Maybe it’s giv...
10/06/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it’s giving a student an opportunity they otherwise wouldn’t have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

The new role looks great. The compensation is compelling. You’re ready for what’s next.Before you say yes, take a close ...
10/05/2026

The new role looks great. The compensation is compelling. You’re ready for what’s next.

Before you say yes, take a close look at what happens when you leave your current employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions can make the timing of a career move worth a closer look.

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change...
10/02/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

We've found that people don't usually schedule a meeting because they want to review their investments.They schedule a m...
09/29/2026

We've found that people don't usually schedule a meeting because they want to review their investments.

They schedule a meeting because something in life has changed.

A new opportunity.

A growing family.

An aging parent.

A career milestone.

Those moments are often exciting, sometimes overwhelming, and almost always worth talking through.

That's why we believe some of the strongest financial plans aren't built to stay the same. They're built to adapt as your life does.

We've never had someone walk into our office and say, "We can't wait to review our beneficiaries."What we hear is someth...
09/28/2026

We've never had someone walk into our office and say, "We can't wait to review our beneficiaries."

What we hear is something much more human.

"We've been meaning to update our wills."

"I know we should consolidate those old retirement accounts."

"We keep saying we need to talk to our kids about our estate plan."

"We just never got around to it."

After years of working with families, we've learned that people rarely put these conversations off because they don't care.

They put them off because life gets busy. There always seems to be something more immediate demanding their attention.

That's why we don't think of financial planning as checking boxes. We see it as creating the time and space to work through the decisions that have quietly been sitting in the background for far too long.

If something has been sitting in your "one day" file, maybe this is the season to move it to the top of the stack.

"I've spent 30 years building this thing. I hope it gives us the life we've been working toward."We've heard versions of...
09/25/2026

"I've spent 30 years building this thing. I hope it gives us the life we've been working toward."

We've heard versions of this from many business owners over the years.

It's easy to focus on growing the value of a business because that's what you've spent years doing. But eventually, the conversation shifts. It becomes less about what the business is worth and more about what that value means for you and your family.

Can it support the retirement you've envisioned? Does it create the flexibility you're hoping for? Does it align with the future you've been working toward?

Those are the conversations where a business valuation becomes more than a number. It becomes part of a much bigger picture.

If it's been a while since you've connected your business value to your personal financial goals, let's have that conversation.

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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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