Plan for a life of purpose and peace of mind.

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.
60 Min Sessions $290 per hour
Hourly Project Rate $400 per hour
Annual Plans range $1,800-$9,000
Investment Management Fee includes Financial Planning Services
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.

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.