Build wealth.

Make an impact.

Empowering you to accomplish your financial goals confidently.

Transform Your Money Mindset.

    • Identify, quantify and prioritize goals

    • Cash flow analysis & planning

    • Home purchase planning

    • Education savings planning

    • Student loan payoff planning

    • Debt management strategy

    • Employee benefits planning

    • Inheritance and windfall planning

    • Household annual savings plan (401k, IRA, Nonretirement, etc.)

    • Retirement savings and income planning

      • Withdrawal sequence strategy

      • Withdrawal rate analysis

      • Income stability analysis

      • Social Security strategy

      • Pension income analysis

      • Income annuity analysis

    • Health care planning

    • Advanced Tax Planning

    • Advanced Estate Planning

    • Advanced Insurance Planning

    • Referrals to and collaboration with various professionals

    • Personalized Annual Savings Targets

    • Asset Allocation Strategy

      • Do-It-Yourself Portfolios

      • Robo-Advisor Recommendations

      • Mindful Millions Management at Altruist

    • Basic Tax & Estate Planning

    • Advanced Tax & Estate Planning

    • Complex Tax & Estate Planning

The Mindful Millions Experience

At Mindful Millions, we believe all people are in one of four stages of the Financial Planning Journey:

  • Awareness - You’re Just Getting Started and Need to Lay A Solid Foundation.

  • Growth - You’re Building Meaningful Wealth and Need to Optimize Your Plan.

  • Abundance - You’re Well Established and Need Advanced Planning.

  • Freedom - You’re Ultra Wealthy and Need Complex Planning and Collaboration to get organized and create more time to enjoy your wealth and mindfully steward it.

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.

Listen to the Mindful Millions Podcast

The Mindful Millions podcast will help you to 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.