Plan for purpose & peace of mind.

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Empowering you to spend, save, and invest with intention.

Financial Planning Services

  • 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

    Annual Fee-Only Plans range $1,800-$9,000

  • 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.

Transform Your Money Mindset.

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Enjoy Your Financial Journey Today

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.

Become a Client

Listen To The Podcast

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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.

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