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Financial Advisor and Planner

Cristina provides comprehensive financial planning from investment planning, retirement and college planning, tax reduction strategies, business planning and budgeting services.

Money savings, investment, making money for future, financial wealth management concept. A man hand holding coin over stacked coins in glass jar and growing tree plant depicts Fund growth and wealth.

Financial planning can be hard. Let a professional help.

The Process

  • IDENTIFY AND PRIORITIZE FAMILY AND/OR BUSINESS GOALS
  • GATHER FACT AND FEELING DATA
  • ORGANIZE FAMILY TEAM AT OXYGEN FINANCIAL
  • BUILD PERSONAL FINANCIAL PLAN AND/OR BUSINESS PLAN
  • WHITEBOARD STRATEGY SESSION
  • CREATE IMPLEMENTATION PLAN
  • ONGOING SERVICE, REVIEW, AND MONITORING OF PLAN

Finding the Right Mix

  • Budgeting Services
  • Business Planning
  • College Planning
  • Investment Planning
  • Retirement Planning
  • Tax Reduction Strategies