Carla Monique's Story

Founder & CEO — CMH Tax & Financial Services

Beginning My Next… NOW
For more than two decades, I proudly served children and families in the public sector — 3 years in support services and 20+ years as an educator. Over time, I began to envision life beyond the classroom. I wanted time freedom, financial independence, and peace of mind without sacrificing purpose.

That vision became the turning point that led me into the world of financial services.

A Calling Discovered Through Service:
My journey began with income tax preparation. What inspired me most was helping clients through a process many find stressful and overwhelming. One day, a client came in who was significantly behind on their taxes. I approached the situation simply as providing a service; whereas, the outcome changed
their life.


That client was able to:
Get out of debt
Purchase a home
And begin living the life they once only dreamed of Witnessing that transformation sparked something within me a passion to help others on their financial journey.


Expanding the Mission:
From that moment forward, my purpose grew beyond taxes. Today, CMH Tax & Financial Services supports clients with:
Tax preparation & education
All lines of Insurance solutions
Trust & Estate & Retirement planning support
Debt guidance and financial strategy


My goal is simple:
to empower individuals and families to create financial independence and reclaim control of their future.


Freedom, Family, and Purpose:
Entrepreneurship opened the door to the life I always imagined: attending more events with my grandchildren, enjoying a peaceful lunch break, and yes… finally having the freedom to take a restroom break when needed (educator humor).


CMH Tax & Financial Services is more than a business. It is a purpose-driven calling to help others:
Build confidence in their finances
Experience time freedom
And step boldly into their next chapter… starting NOW


“Creating Financial Independence — One Client at a Time.”

Carla Monique's Story

Founder & CEO — CMH Tax & Financial Services

Beginning My Next… NOW
For more than two decades, I proudly served children and families in the public sector — 3 years in education support services and 20+ years as an educator. Over time, I began to envision life beyond the classroom. I wanted time freedom, financial independence, and peace of mind without sacrificing purpose. That vision became the turning point that led me into the world of financial services.

A Calling Discovered Through Service:
My journey began with income tax preparation. What inspired me most was helping clients through a process many find stressful and overwhelming. One day, I met a client who was significantly behind on their taxes. I approached the situation simply as providing a service; whereas, the outcome changed their life.


That client was able to:
Get out of debt
Purchase a home
And begin living the life they once only dreamed of

Witnessing that transformation sparked a passion within me to help others on their financial journey.


Expanding the Mission:
From that moment forward, my purpose grew beyond taxes. Today, CMH Tax & Financial Services supports clients with:
Tax preparation & education
All lines of Insurance- home, life, auto, health
Support with Trust, Estate, & Retirement planning
Debt guidance and financial strategy


My goal is simple:
To empower individuals and families to create financial independence and reclaim control of their future.


Freedom, Family, and Purpose:
Entrepreneurship opened the door to the life I always imagined: attending more events with my grandchildren, enjoying a peaceful lunch break, and yes… finally having the freedom to take a restroom break when needed (educator humor).


CMH Tax & Financial Services is more than a business. It is a purpose-driven calling to help others:
Build confidence in their finances
Experience time freedom
And to step boldly into their next chapter… starting NOW


“Creating Financial Independence — One Client at a Time.”

FAQs

Your Questions Answered - Simple, Clear, and Concise.

What types of insurance does Titus Wealth & Trust offer?

We offer personal, business, life, and health insurance, among other tailored solutions.

Can I customize my insurance package?

Absolutely. Our agents work closely with you to tailor insurance solutions that fit your specific needs.

What should I consider when choosing life insurance?

Consider financial obligations, family needs, and long-term goals. Our agents can help with detailed analysis.

How often should I review my insurance and financial plans

Review your plans annually or when significant life or business changes occur

Are there specific insurance options for small businesses?

Yes, Titus Wealth & Trust offers tailored insurance solutions for small businesses including property damage, liability insurance, and workers compensation among others. Our team can help you assess your risks and recommend the appropriate coverages.

What is the process for filing a claim with Titus Wealth & Trust

Contact your agent directly or call our customer service to begin the claim process