Transform your money mindset

Financial Planning Services

We provide holistic financial planning services that help clients turn money stress and fear into freedom by identifying, quantifying, and prioritize their goals. Then aligning tailored strategies for cash flow, major life events, debt management, and long-term wealth building.
60 Minute Session - $290 per hour
Ongoing Planning - $1,800-$9,000 per year
We provide personalized savings targets with an actionable advice to reach them. In addition, tailored asset allocation, model portfolios and Robo-advisor education and guidance.
Portfolio management is available for clients who meet the minimum at Altruist for an annual advisory fee.
We offer comprehensive retirement planning services that guide clients in building, managing, and drawing from their savings with tax-efficient strategies, optimized withdrawal sequences, and coordinated income sources; including Social Security, pensions, and annuities—all with a focus on long-term stability and health care preparedness.
Basic , Advanced and Complex Tax & Estate Planning services depending on service level.
We support large and small business owners with strategies in benefits planning, compensation structure, integration with personal planning, succession, and business insurance.

At Mindful Millions Management, we start by understanding your relationship with money.

We assess your goals, risk tolerance and financial situation to ensure your planning recommendations align with you.

Together we create your personalized plan that puts you in control with a clear path forward.

With a dedicated planner by your side, you will feel supported and empowered to reach your goals.

The Mindful Millions podcast will help you accelerate your financial goals without sacrificing your values.

You have a choice in how you amplify your money.

On this show Cristina and her guests empower you with knowledge and stories to help you make daily choices that impact the legacy of your money.