Build wealth.

Make an impact.

Create a meaningful legacy.

Empowering you to accomplish your financial goals confidently.

Transform Your Money Mindset.

  • We provide holistic financial planning services that help clients identify, quantify, and prioritize their goals through tailored strategies for cash flow, major life events, debt management, and long-term wealth building.

  • 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.

  • We support business owners with advanced planning strategies in tax, estate, and insurance, while coordinating seamlessly with trusted professionals to ensure a fully integrated and future-ready financial plan.

  • We provide truly personalized annual savings targets with an actionable savings plan to reach them. In addition to tailored asset allocation, DIY and Robo-advisor portfolio education and guidance, and direct portfolio management through Mindful Millions Management at Altruist for an annual advisory fee.

    • Basic Tax & Estate Planning

    • Advanced Tax & Estate Planning

    • Complex Tax & Estate Planning

Two people, a woman with glasses and a man with a beard, are sitting at a wooden table engaged in a discussion about a laptop covered with colorful stickers. They are smiling and gesturing with their hands. There is a potted plant on the table and a white brick wall in the background.

At Mindful Millions, we believe in helping people in four stages of their Financial Planning Journey:

  • Awareness - Those that are getting started in the financial planning process and need to lay a solid cash flow, investment, tax, insurance and estate plan foundation to build sustainable wealth and achieve peace of mind today.

  • Growth - Clients who have built meaningful wealth and are needing to organize and optimize their existing financial plan, cash flow and investment strategies.

  • Abundance - Well established clients looking for advanced planning strategies and collaboration with various professionals.

  • Freedom - A virtual family office service for those needing complex planning, organization and collaboration to ensure strategies are implemented effectively and efficiently.

At Mindful Millions Management, we start by understanding your goals, values, and relationship with money. We assess your financial situation to ensure our recommendations align with your needs.

Your personalized plan puts you in control with a clear path forward. With a dedicated planner by your side, you’ll feel confident, supported, and empowered to reach your goals.

A person working on a laptop displaying a financial asset allocation chart with pie charts and data on the screen, outdoors at a table.
A woman sitting on a modern chair, leaning back with her eyes closed, dressed in a cream blazer, white turtleneck, checkered pants, and heels, with overlaid text reading 'The Mindful Millions Podcast'.

Listen to The Podcast

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 Perez, certified financial planner & investment manager, empowers you with the knowledge that you need in order to make choices that impact the legacy of your money.