By Appointment Only
GET TO KNOW THE FOUNDER OF CASHINTEL GLOBAL
Cashintel founder Mari Mandes Cox has a true passion for helping small businesses in her community. As an advocate of higher education, she holds a bachelor's degree in accounting from the University of Puerto Rico (where she’s from) and an MBA in Business Technology from the University of Phoenix. She’s on sabbatical from pursuing a Business Doctoral degree at the University of Capella in Atlanta.
Mari has many years of experience advocating for small businesses in all industries, including accounting and finance. She also takes enormous pride in bringing value to her clients as a strategic partner that goes beyond just the accounting and financial realms.
One of her many accomplishments is she is the inventor of the
Smart Cash Sheet, which is an interactive budgeting system that helps families and small businesses alike.
Why Use a Financial Planner?
A financial planner offers expert guidance to help you navigate the complex world of personal finance, turning your financial goals into a structured plan. Whether you're saving for retirement, planning for a child’s education, or managing a significant life transition, a financial planner takes a holistic approach to ensure all aspects of your financial life work in concert. By assessing your current financial situation, identifying future needs, and implementing strategies for growth and protection, they provide clarity and confidence in decision-making. They can also help you optimize tax strategies, reduce debt, and make investment choices that align with your values and risk tolerance. With the right planning, you can feel more secure knowing that your money is working towards the life you envision.
A financial planner also offers peace of mind by acting as a trusted advisor who understands your unique circumstances. As life events—such as marriage, buying a home, or starting a business—bring new financial complexities, a planner helps you adjust and realign your strategies. With a fiduciary responsibility to put your interests first, a financial planner can be an essential partner in ensuring that your financial decisions today will support your long-term goals.
Why Use Cashintel Global?
Cashintel Global is an innovative financial advisory firm that stands out for its comprehensive, client-centered approach to wealth management. What sets Cashintel Global apart is its deep understanding of both traditional financial strategies and the evolving trends in global markets. The team brings a wealth of expertise in managing investments, estate planning, and wealth preservation, while also emphasizing forward-thinking strategies such as sustainable investing and cryptocurrency integration. By offering personalized financial plans tailored to each client’s unique needs, Cashintel Global ensures that your financial future is secure while also aligned with your personal values.
With a global perspective, Cashintel Global has the advantage of access to a wide range of international investment opportunities, ensuring that clients can diversify their portfolios beyond domestic markets. This global reach combined with local expertise allows them to craft strategies that are both robust and adaptive to changing economic environments. Whether you’re an entrepreneur looking to optimize your business finances, or an individual aiming to build a legacy, Cashintel Global provides the tools, knowledge, and ongoing support to turn your financial aspirations into reality.
Contact Mari today for a complimentary consultation on how she can help you and your business and family achieve your financial goals!