Financial Planning Services

Book 60 Minute Session for point in time advice and guidance.
Or see if you are a fit for ongoing planning and investment management.
Personalized savings targets with an actionable plan and accountability to reach them.
Asset management is available for clients who meet the minimum at Altruist.
Help you build a confident retirement plan by creating personalized savings and future income withdrawal strategies designed to maximize your resources, navigate key decisions, and provide lasting financial security throughout retirement.
Help you protect and preserve your wealth through thoughtful tax, insurance, and estate planning strategies designed to minimize risks, maximize opportunities, and ensure your assets support the people and legacy that matter most.
Help business owners align their personal and business finances with strategic planning for growth, succession, and a successful exit—maximizing value while preparing for the next chapter with confidence.

Transform your relationship with money.

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.