Purpose Planning: Detailed Company Information & Corporate Profile
Contact top employees from
Purpose Planning
Summary
The company currently specializes in the Financial Services area. The annual revenue of Purpose Planning varies between 1 and 10M. To connect with Purpose Planning employee register on SignalHire.
| Purpose Planning Website | purposeplanning.com |
| Social Links |   |
| Phone Number | 719-590-4110 |
| Industries | |
| Purpose Planning Headquarters address | P.O. Box 62937, Colorado Springs, CO, 80962 US |
| Company Size | 1-10 employees |
| Specialties | Financial Planning, Wealth Management, Investments, Insurance, Alternative Investments, Cash Management, Retirement Income, Risk Management |
| Founded | 1990 |
| Estimated Annual Revenue | $1 - 10M |
Competitors
Name | Founded | Type | Employees | Revenue | Funding |
|---|---|---|---|---|---|
| 2004 | - | 25 - 100 | 1.9M | $0 | |
| 2016 | - | 1-10 | 6.3M | $- |
Workforce Turnover
Length of Employment
Purpose Planning's workforce includes employees across a wide range of tenure levels.
17% have been with the company for 1 to 2 years17% have been with the company for 3 to 4 years33% have been with the company for 5 to 7 years17% have been with the company for 8 to 10 years17% have been with the company for more than 11 yearsContact top employees from
Purpose Planning
Jennifer HicksOwner, Certified Financial Planner®, Certified Wealth Specialist® , Accredited Investment Fiduciary®
Sadie BooneClient Service Coordinator, Registered Administrative Assistant
Lionel OMallyFinancial Planner
Karyn KurzejaDirector
Companies Similar to Purpose Planning
Purpose Planning Corporate Information: FAQ
Purpose Planning operates in the Finance industries. More details can be found on the official website: purposeplanning.com.
Purpose Planning has offices located in Colorado Springs, US.
The headquarters of Purpose Planning are located in Colorado Springs, United States.
You can contact Purpose Planning by phone at 719-590-4110.
Purpose Planning currently employs 1-10 people.
Purpose Planning's revenue is approximately 2.5M.
Well-known competitors of Purpose Planning include Roche Financial Partners and Fortem Financial.
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