Purpose Financial + Insurance Services

Financial well-being isn't just about numbers—it's about aligning your money with your values. When we balance the material and spiritual sides of our lives, we create true abundance. Let's unlock that harmony together with Brandon Trammell.

A small change in perspective that that completely changes the game!

Had a great morning volunteering for the Money Matters: Budgeting for College event! What an amazing organization, working tirelessly across 8 northern CA counties to ensure the disparity of access to financial resources and support is reduced!

When it comes to personal finances, there are a lot of "four letter words"...

For a lot of people, the main one is BUDGETING 🤮😂

Well, I'm setting out to change that. It doesn't have to be cumbersome or a complete pain in the a**...it can actually be kinda fun if we do it right! No matter how we do it, it will always bring about a ton of peace of mind!

If the holidays hit hard, or your New Years Resolution is to take control of your finances, my new educational series, Wallet Wellness, is where you'll want to be this year! Click the link to find out more, register for the first course kicking off at the end of the month, and stay up to date on all things Financial Fitness in 2024 and beyond!

Wallet Wellness: Budgeting for a Brighter Future Wallet Wellness goes beyond traditional budgeting workshops by providing a holistic and empowering experience that helps people eliminate negative habits.

Honored to win the Best of Novato award for best insurance agency! It’s nice to be recognized as a leader in service by one of the communities we work in. AND, if you’re a client, you know we don’t do it for the awards…we do it because we want to make sure our communities are well prepared and equipped to achieve positive financial outcomes!
Thanks 🙌🥰

Discovery is a KEYSTONE for the most beneficial outcomes. If you haven't, or CAN'T answer these questions, send us a DM and let's get down to business.

Convince me I’m wrong…

Don’t you wish you had learned more about money when you were a kid? I do! I’m sure most of us have experienced at least one costly, stressful money mistake in our lifetimes. Although many of us had to learn our money lessons at the school of hard knocks, we can make our children’s lives easier. In today’s age, our children have even more temptations than we did. From birth, they are inundated with messages from advertisers to “buy, buy, buy!” A typical kid is exposed to more than one million advertisements by the time they reach age 21. To counter-act the conditioning to spend and give children good money management knowledge, teaching kids and teens personal finance lessons becomes essential. It’ll be messy, it may even be a bit uncomfortable, but boy will it be worth it.

Bottom line: Financial habits are formed early. If we can begin teaching kids lessons about personal finances when they’re young, we’re doing whatever we can to help them be prepared for real life. If they are already older now, that’s OK too. By giving them practical lessons in formats to which they can easily relate, you’ll establish an educational foundation that supports continued financial education training as they mature.

Have you ever heard the rags-to-riches-to-rags story that so many lottery winners live out? Why do you think this story is so common?

It’s because most “money problems” aren’t problems with money, they’re problems with behavior. Regardless of how many zeros are in our accounts, the “problems” will likely persist…that is, without doing the work to change our behavior & perspective.

The stages of behavior change (willingness to change) are pictured here, check out each one and see where you currently sit.

Being an NFEC certified Personal Financial Educator, I have the distinct honor of guiding folks from one stage to the next…with a long term goal of ultimately reaching the “Termination” stage.

Beneficial Outcomes are what we seek, so progress is always more important than perfection!

"Brandon, what should I learn about in personal finance?" I'm so glad you asked 😂

The first thing to consider is WHAT you want to know more about, then narrow down to specific areas that have practical application to your current circumstances. Maybe it's how investments work, credit profile/debt management, or the various insurance types. We can all benefit from improving our financial literacy in a general way. Still, we learn (and retain) best when we tie new information to what we already know and what is currently necessary for us.

Once you know what's most important for you to learn more about, you can set out to learn it. And as always, a little guidance can go a LONG way...I'm here for it! 🙌🏼

If you’re a business owner, don’t pass this up! This is a SUPER powerful way to create massive wealth for your kids, with very little resources!

Did you know about this?!. Dm me if you want to learn more about it!! We have a team of expert that can help you with this for sure!!. #businessowners #businessstrategies #taxfree #cpa #accountant #financialeducation #rothira #lifeinsurance #financialadvisor