Cathy Mendoza-Financial Advisor, CM Financial Strategies
About
t CM Financial Strategies, as your Trusted Advisor, we are focused on YOU – what is important to you and your family. We are dedicated to help and guide our clients down the path towards their financial and retirement goals.
Our firm’s solid commitment to our clients are based on our strong Core Values:
Educating You– One of the greatest joy as your Trusted Advisor is the opportunity to share information and insights, while we engage in meaningful conversation with you. The more informed and educated our clients are, the better for your financial peace of mind.
Understanding Your Values and Goals – As we engage in meaningful conversation, we will ask questions that will help you co-create a more compelling vision of your future so you can make the best possible choices so your vision of the future has the highest probability of becoming reality. With our help facilitating, you will more thoroughly and clearly define your goals than you ever have in the past.
Service– Our commitment to our clients start with our desire to have a relationship last a lifetime. We are not focused on building our numbers or faceless accounts. We focused on our customers to become as comfortable and friendly with us as they want to be.