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"excerpt": " Purpose Financial & Insurance Services | Brandon Trammell Home About Purpose FIS Contact Articles Media Home About Purpose FIS Contact Articles Media \"approachable, heart centered & co-creative.\" Book A Consultation Financial Guidance With Purpose This Firm is about establishing a brand, a process, that gives people a different EXPERIENCE in financial services! A firm that is approachable, heart centered, and co-creative… that strives to bring humanity back to center stage. One that makes it FUN to elevate your financial understanding and empowers financial freedom by making information accessible & understandable by everyone! Each of our circumstances and goals are different which necessarily means we each need somewhat individualized guidance/advisory. The distinction is not the products we have access to — it’s figuring out how to best use any particular product or strategy to help people most effectively achieve their goals! Our co-creative approach really ends up feeling more like a partnership… and that’s the way we like it! In keeping with our Purpose of elevating financial education for all, we can & will always serve anyone who seeks our services. With that said, we are particular about the clients we bring on. The primary decision point is not how much money they have, but the values and motivations they embody. The people are what matter most, the money is just a tool to help them achieve the impact they desire. Whether you’re just starting your financial journey, need complex planning and guidance, or are looking to find the “you are here” spot on your financial map, we’re excited to connect and meet you where you are! Book A Consultation Phone Number: 415-320-7494 Email: brandon@purposeFIS.com CA Insurance License #0I97396 The Process I take each of my clients through an in depth process of analysis and discovery to acutely understand their pain points & goal sets. Through this process we get very well acquainted and I help them to ascertain a very clear understanding of their best path to the financial future they desire most. Personal Finance Education Business Owner Planning 401(k) & Employee Benefits Financial Coaching & Consulting Life/Disability/Long Term Care Insurance Long-Term Legacy Planning I'm Ready To Book A Consultation Book A Consult Whether you’re just starting your search for information or you’re looking to take your planning to the next level, we’re here to support you on your journey. Click the Book Now button and grab a day & time that is convenient for you to connect. This will be our time to find out IF and How we can support you on your journey. Book Now Education With Purpose Meet unbiased, product agnostic, people-centered financial education courses. We’ve collaborated with a leader in the financial literacy space, National Financial Educators Council, to bring the most comprehensive, diverse, and outcome-oriented curriculum possible so that our students can make measurable and meaningful change in their lives. Courses will be customized based on your individual needs, but here are the topics we study: · Financial Psychology · Savings, Expenses, Budgeting · Account Management & Your Trusted Team · Loans & Debt · Credit Profile · Income & Entrepreneurship · Economic & Government Influences · Risk Management & Insurance · Investing & Personal Financial Planning Learn More 415-320-7494 Brandon@PurposeFIS.com 359 Bel Marin Keys Blvd Ste 9, Novato, CA 94949 Explore More About Purpose FIS Contact © 2020 - Present | Brandon Trammell. All rights reserved. Branding by Bianca Broos. Facebook-f Instagram Linkedin Share this: Share on Facebook (Opens in new window) Facebook Share on X (Opens in new window) X ",
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