Isabel Mendoza
State(s) Licensed: CA Insurance Lic. #4414752, GA, SC, TN, WI
Languages Spoken: English, Spanish
118 Lee Parkway Drive Suite 305
Chattanooga, TN 37421
State(s) Licensed: CA Insurance Lic. #4414752, GA, SC, TN, WI
Languages Spoken: English, Spanish
My Approach to the Financial Advising Relationship: Where Numbers Meet Heart and Purpose
Me:
My name is Isabel and I am a proud Thrivent financial advisor on a life-long pursuit to help individuals and families meet their financial needs and live the life they envision for themselves.
My Philosophy:
Whether we have a lot or a little, we should be good stewards of what we do have. That said, we all deserve to have and should have a financial plan – a financial plan that meets our monetary needs, incorporates our goals and aligns with our values.
My Financial Advisory Style:
I prioritize having an ongoing long-term relationship with my clients over simply making transactions. Strong and meaningful financial advisor-client relationships form when there is an understanding of what matters most to clients. I want to get to know my clients. I will ask you about your goals and aspirations. What drives you? What brings you joy? What do you want your money to do for you? Who do you need to support or would like to support? What do you want your legacy to look like?
My Ideal Client(s):
I believe most individuals can benefit from meeting with a financial advisor and I believe it is never too early or too late to work with one.
- I enjoy working with young professionals that are looking to craft a plan that will set them up for long-term success.
- Helping new parents plan for the future of their children while addressing their own needs brings me joy.
- Women invest less than men and that needs to change. I aim to empower more women to take charge of their finances.
- I provide guidance to individuals that do not know where to start. I have been there and am more than happy to break down financial advising into something more palatable and less intimidating.
- Small business owners are the backbone of our local economies. I like to help small business owners explore and implement small business solutions that address income maximization and tax planning.
- Are you someone generous and charitably minded? Let us talk about creative and unique giving strategies that can help maximize the value of your gifts.
Your Next Step(s):
Check out my “About Me” section to get an understanding of who I am outside of financial advising, click on the "Book my intro appointment" button above to schedule a meeting with me and/or contact me today to explore how we can work together to plan for your financial future!
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Location
Chattanooga Office
- Phone:
- 423-874-6868