Purpose Financial + Insurance Services

Irreconcilable Financial Differences are the 2nd most stated reason on divorce filings in our country! It’s not an easy balance to strike, but it’s definitely the most important! We’re here to help, drop a DM and ask us how.

Our culture tends to take the position that kindness=weaknessI contend that nothing could be farther from the truth! Read along and see what YOU think! #kindness #leaveitbetter #itsawegame

Read that again #IMHO #LeaveItBetter

A timely little reminder for us all! Check out this tactical, practical guide to staying on financial track through the holidays. #budgetingforthewin #financialfreedom #give #familytime

No matter how many commas and zeros you have in your bank account, this short article is for you. The area of my practice that sparks the most joy and fulfillment is working with people to unlock and elevate their sense of meaning in life (& more specifically as it relates to their money)! I’ve worked with very wealthy people who have every material possession one could ever want, and yet they are miserable and unfulfilled. The trips, the toys, the awards & accoladeshave lo...st the power to make them feel whole and accomplished. Because money and recognition are not what our souls desire! But on the other side of my process, they’ve found inspiration and a path to fulfillmenta way of being that is contribution-centric and supports their true talents & gifts. I’ve also worked with folks who have $100 savings account and yet live each day in a richness of contribution and joy that money cannot buy. Though they may not always become my clients, they are often my teachers. Modeling how one achieves true wealthby leveraging their passions and values to benefit othersto leave the world a better place than they found it. These are the richest people in the world! Aligning our personal economy with our values and purpose is the key to building a legacy that ripples positive impact far beyond our lifetimes, and is the single most important financial step to achieving a greater sense of fulfillment! #PlanYourLegacyWithPurpose #LeaveItBetter

What’s the role of insurance in achieving your financial goals (planning for retirement, leaving a financial legacy)? That’s one of the topics discussed on this... week’s episode with Brandon Trammell of Purpose Financial + Insurance Services ! Check out the full conversation here! https://bit.ly/3lvdgho https://apple.co/3imgIsT See more

The imperative step to financial freedom, surprisingly, is not how much you save or where you invest...it’s clearing away the wreckage and forming a healthier relationship with money. #abundancemindset #personalfinance #truewealth

Like most things, your financial plan & all its pieces are dynamic and ever-changing. #dontsetitandforgetit #financialliteracy #adapt

Here’s a timely personal finance/saving strategy!

When it comes to our money, the way we think about it (our relationship to it) has a direct effect on our spending & saving habits. The @soulofmoney institute is a great source of guidance on how to get right with your money!

Teaching personal finance in school can only be effective when we also teach it in the home! Let’s start equipping our kids to make sound financial decisions #investingtips #doitforthekids #financetips

Spend more time educating yourself around your finances than you do aimlessly scrolling/taking what type of____ are you quizzes and you’ll be in great shape!

We’re changing the way people experience Financial Services, Don’t get left behind because you don’t like how traditional advisors operate! #bosslady, you’re not in OUR blind spot! #PlanYourLegacyWithPurpose #TheFutureIsFemale