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!

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 🙌🥰

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.