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A New Age of Financial Planning

A more approachable process for all ages, people and lifestyles

See how our process
can work for YOU!

Financial Planning

We are an advice-based planning firm.  We believe the size of a portfolio shouldn't stop anyone from having a well established plan. See how our process can help you.


Retirement Planning

Retirement Planning is what we do best! Whether you're a few years from retiring, transitioning into retirement, or already retired, we'll guide you through the process of enjoying life's next chapter. 


At Pursuit Wealth Planning, we do our best work with professionals, and their families, to help organize & simplify their financial lives so that they can have confidence leading into & through the retirement process.


Schedule Now!

Services

All services include a full risk assessment, customized asset allocation, investment implementation & monitoring, outside policy review, client online access, community events, & regular market and economic updates. 

Our "DREAM" Financial Planning Process 



Discover 

Explore values and goals.


Refine

Assess overall financial situation.


Establish

Build an interactive financial projection.


Allocate

Alignment of your investments, risk and objectives


Mitigate

Determine vulnerabilities in your plan and seek ways to minimize them.


Our 20 minute Discovery Meeting is always complimentary. Call our office or click the schedule link above to start your process!


*We are fee-based financial planners. We do not impose minimum investment, net worth or income restrictions with our clients. 
We offer flexible options for financial planning, consulting, and subscription services. 
We believe this policy allows us to serve any prospective client in need of trustworthy financial advice. 

Why Pursuit Wealth Planning


Our team of fiduciary advisors believe in a holistic approach toward wealth planning.  We are unified in our belief that approachable, dedicated, and resourceful service matters most.  We recognize the uniqueness of each individual and his or her needs, because we too are unique in our approach and our presence.   Everyone is in Pursuit of a dream.  

As independent advisors affiliated with Kestra Financial, we are a team of enthusiastic women who put our clients needs first.  We enjoy what we do and believe in our process for creating a complete plan tailored to each clients fundamental needs, desires, and wishes.  Our office space has been created with purpose to provide an atmosphere where we feel at home.  As such, we can provide our clients and prospects with the same warmth and hospitality they would be treated with when visiting an old friend.  We believe this all results in approachable advise without the stigmas associated with the financial service offices of the past.

Let us share our passion for success with you.


Schedule Now!

To give real service you must add something which cannot be bought or measured with money,
and that is sincerity and integrity.   -Douglas Adams

Jenn Peña, CFP®, CRPC® Photo Jenn Peña, CFP®, CRPC® Hover Photo

Jenn Peña, CFP®, CRPC®

Financial Advisor
Read Bio

Jennifer "Jenn" Peña - I am a Certified Financial Planner, TM Chartered Retirement Planning Counselor and co-owner with Pursuit Wealth Planning. I enjoy providing our clients with a comprehensive planning experience from their initial meeting to their regularly scheduled reviews. I am passionate about guiding people through their financial lives, providing education and support with every step along the way. When not in the office, my favorite activities include spending time with my husband and 3 sons, attending Colorado sporting events, and enjoying the Colorado outdoors - skiing, hiking, and camping. I hold a series 7 (General Securities Representative Examination), 66 (Uniform Combined State Law Examination) and I am an independent insurance agent. 

Jennie Nelson, AAMS® Photo Jennie Nelson, AAMS® Hover Photo

Jennie Nelson, AAMS®

Financial Advisor
Read Bio

Jennifer "Jennie" Nelson - I am a Financial Advisor, an accredited Asset Management Specialist and co-owner at Pursuit Wealth Planning. I bring over 25 years of industry experience. I grew up in California but my career spans many places including Lynchburg, VA and Austin, TX. I have two grown and flown children. My son is pursing a career in aviation. My daughter is attending the University of Kansas where she an active member of the Spirit Squad. We are proud supporters of the Williams Foundation and all KU athletics. I enjoy providing clients with financial solutions that address their individual needs and goals. I hold a series 7 (General Securities Representative Examination), 66 (Uniform Combined State Law Examination) and 24 (General Securities Principal Examination), and I am an independent insurance agent. 

Stefanie Borst Photo

Stefanie Borst

Client Service Manager
Read Bio

I am the Client Service Manager at Pursuit Wealth Planning. I have been in the financial services industry for over 20 years. I excel at assisting clients with their most immediate needs. Outside of the office, I enjoy time with my family, concerts with friends, traveling, beaches and good drinks. 


Women in Focus

FACT:  We, as women, face very different challenges than our male counterparts, especially when it comes to retirement.

Challenge #1:

            In general, women are paid 80% of what our male counter parts are paid.  For women of color, that number is only 65%.

Challenge #2:

            Longer Life Span – we typically live 5 years longer than males.

Challenge #3:

            We are natural caregivers. We are typically the first to step out of the workforce to care for children and/or aging parents. That choice can completely change, and in many cases decrease, our income trajectory

Challenge #4:

            Women tend to invest more conservatively than men and are slower to make decisions surrounding their investments.  This is largely due to our desire to understand first, and act second.  This hesitation can have big impacts on our retirement portfolios.

Despite these challenges, a wise strategy can give women reason to be hopeful.

As successful, female business owners, we understand the unique challenges of managing a family, your finances, your career, and all the other priorities you might face every day.  Let our experience drive your confidence every step of the way!

We're here to help you plan and build your wealth so that you can live the future you imagine.  At Pursuit Wealth Planning, many of our best clients are professional women and their families.  Our DREAM process is uniquely designed to help organize and simplify your financial life.  This process ensures you have the confidence you want as you move towards and through your next chapter.

When it comes to wealth management, we have found that women want to engage in a collaborative way with us, rather than being told what to do with their money.  Through this collaboration, our clients feel more in control of their wealth and future, while also feeling less stress and concern.

We understand that while successful women and their families have common needs, each one is unique, and a one-size-fits-all approach will not work. Whether you need to support a longer lifespan, climb a higher financial hill, deal with an unexpected transition, or make difficult financial decisions with confidence, we treat your wealth with the same care as our own.

Get clear on your vision.

  • What does your ideal retirement look like? Is it traveling, a part-time job, helping with grandkids or volunteering?
  • When is the right time to step away from your career? 
  • Are you seeing yourself moving to a retirement community, or do you want to live as independently as you can?
  • If you’re married, have you and your spouse discussed your collective visions for retirement?
  • What other goals or dreams do you have for yourself when you aren't filling your days with work?

You can't see if you're on track to meet your goals if you haven't defined them. If you do find you’re falling short of where you want to be, Pursuit Wealth Planning can help you strategize about how you can either get to where you want to go or adjust your strategy to fit your situation.

Regardless of where you are now, Pursuit Wealth Planning has the expertise to ensure you are on track to meet your financial objectives.

"Planning is bringing the future into the present so that you can do something about it now." - Alan Lakein

Helpful Articles For Women Investors:

Women & Financial Strategies

The Community

Whether you are a client, a trusted partner, or an employee of Pursuit we consider you to be a member of our community.  We recognize the innate power of pulling together like-minded individuals for the purpose of making a difference.  Whether here in our own backyard of Colorado, or across the nation, we can combine resources to effect change and/or support a cause. 

We invite all those whom we do business with to participate, when desired, in our planned events.  We celebrate our new members here as well as congratulate those who have reached a desired goal or had a momentous event occur in their lives. 

Want to join our community? Schedule a 20 minute introductory meeting for prospective clients.

 Schedule Now!

We extend a warm welcome to the following most recent members of our community:

Curtis - CO

Yen & Thao - CO

Debbie - CO

Brian & Kelly - CO

Ken & Josephine - CO

Courtney - KS

Therese - CO

Rex - CO

Rosetta - CO

Kendyll - CO




 We enjoy supporting our
local community:

2022:
Provide Pro Bono Financial Planning work through Financial Planning Association of Colorado

Partner with the Colorado Village Collaborative and St. Andrews Church of Highlands Ranch to prepare and deliver meals to those in need. 


2021 - Integrated Family Community Services Projects 


Christmas Break Snack Packages for local kids - Saint Andrews, Highlands Ranch, CO

Sponsored a Family for Christmas 2021 & 2022 - Saint Andrews, Highlands Ranch, CO

Monetary donations to the following organizations:

National Mill Dog Rescue

Ludi Martin Alternative Education Memorial Scholarship Fund

Kansas University Williams Foundation

K-9 for Warriors 

Denver Safe House

Operation Smile

Economic Literacy Colorado

We would like to acknowledge the following individuals on their major accomplishments:

College:
• Brandon and Melissa's daughter (Shirley and Dave's granddaughter) will be attending the University of Tennessee in the fall

• Jennie and Gregg's daughter will be attending and cheering at the University of Kansas in the fall

Marriage:
• Congrats to Natalya and Ben on their nuptials!

• Congratulations to Kerry and Art on their daughter's upcoming marriage!

• Congratulations to Jan and Tim on their son's upcoming wedding!

• Congratulations to Dan and Julie on their daughter's marriage this summer (Connie's granddaughter) 

Congratulations:
• Ben and Andrea:  Ben retired from the military, started a new civilian job, and they both made a successful move to a new house! 

• Ralph and Denise:  Ralph has officially retired and they made a successful move and new home!

•Robert and Linda on the arrival of their first grandbaby!

• Jenn passed the Certified Financial PlanningTM exam last March!

Retirement:
• Congratulations to Ric on his recent retirement

• Congratulations to Debbie on her recent retirement

Financial freedom is available to those who learn
about it and work for it. 


-Robert Kiyosaki

Communications

Our communication center features Articles and Market Updates.  
Connect with us on social media for weekly posts, events, and helpful insights!


2022 in Review

Bear Markets


Return to Normal - Article


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

To Join Our Mailing List                                                     Contact Us                  


Form CRS & ADV Disclosures

Location 
1950 W Littleton Blvd, Unit 115
Littleton, CO 80120
Click here for directions to our office

Phone 
303.470.5534

Website 
www.pursuitwp.com

Email 
pursuit@pursuitwp.com

Online Scheduling Available Here

Click here to Refer & Earn 




Office Closures

Christmas 2022Dec. 26, 2022
New Years DayJan. 2, 2023
Martin Luther King, Jr. Day
Jan. 16, 2023
President's Day
Feb. 20, 2023
Good Friday
April 7, 2023
Memorial Day
May 29, 2023
Juneteenth National Independence DayJune 19, 2023
Independence Day
July 4, 2023
Labor Day
Sept. 4, 2023
Thanksgiving
Nov. 23 & 24, 2023
Christmas  
Dec. 25, 2023

Client Account Access


Investment Platform Links

AssetMark

**most common

Kestra Financial Services

***If you are unsure which platform pertains to you OR you need help please call our office for further guidance. 

If you are logging into the client portal for the first time, please request access below. A member of our team will email you a registration link. 

Request first time access




Financial Plan Access Link

MoneyGuide

Direct Access Links

Transamerica

Jackson National

Allianz