What departments does Purpose Planning have?

Purpose Planning has employees across 1 departments including Finance.

What is the largest department at Purpose Planning?

The largest department at Purpose Planning is Finance with 3 employees.

Where are Purpose Planning employees located globally?

Purpose Planning has employees across 1 continents and 1 countries including United States Of America.

How has Purpose Planning's team size changed over time?

Purpose Planning's team has remained stable from approximately 3 to 3 employees based on available data.

Purpose Planning Employee Directory

Financial ServicesColorado, United States2-10 Employees

Purpose Planning is an independently managed, full service, financial planning firm providing quality planning and creative solutions for individuals and business owners.   With over 50 years of collective experience, we know that making clients our top priority is the key to success and we work every day to earn their trust.

We offer 4 tailored services to help equip our clients for retirement, saving for college, buying a home, optimizing tax strategies, estate planning and much more.

Our love of the Rockies and all they offer keep us active and happy in Colorado. We participate in various community organizations that keep us involved in our local community.  You can learn more on our Citizenship page.  

We call Colorado home, but with clients in over 20 states, you can rest assured that distance isn't a barrier to quality financial planning services.  We look forward to helping you Achieve Your Purpose!

WEBSITE: www.PurposePlanning.com

Phone: (719) 590-4110

Mailing Address:
P.O. Box 62937
Colorado Springs, CO 80962

Physical Address:
1980 Dominion Way
Suite 101 Colorado Springs, CO 80918


Disclaimer: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Find Purpose Planning employees' phone numbers or email addresses

Purpose Planning Global Highlights

North America
4

United States Of America
4

Purpose Planning's Leadership

J. H.
Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®
Mobile Phone
Email
J. K. H.
Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®
Mobile Phone
Email
B. E.
Financial Advisor
Mobile Phone
Email

Purpose Planning Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Purpose Planning

Name

Title

Contact Info

Location

Last Update

J. H.
Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®
Mobile Phone
Email
United StatesKansas
Nov 05, 2025
J. K. H.
Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®
Mobile Phone
Email
United StatesColorado
Mar 25, 2026
B. E.
Financial Advisor
Mobile Phone
Email
United StatesColorado
Nov 08, 2024

Frequently Asked Questions

What is Purpose Planning known for?

Purpose Planning was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in P/o Box 62937 Colorado Springs, Colorado 80962 United States. Explore Purpose Planning's company overview page for more information.

What is Purpose Planning's most common email format?

Purpose Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Purpose Planning email formats with LeadIQ.

How many employees does Purpose Planning have currently?

Purpose Planning has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Purpose Planning's key employees and leadership?

As of February 2026, Purpose Planning's key employees include:

Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®: J. H.
Owner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®: J. K. H.
Financial Advisor: B. E.

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