Build wealth.

Make an impact.

Create a meaningful legacy.

Learn More

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 strategies in benefits planning, compensation structure, integration with personal planning, succession, and business insurance.

  • 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.

  • Basic , Advanced and Complex Tax & Estate Planning services depending on service level.

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

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

Become a Client
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 and her guests empower you with knowledge and stories to help you make daily choices that impact the legacy of your money.

Listen on Spotify
Listen on Apple