Welcome To Flip My Life

Unlock Your Wealth to Financial Success

At Flip My Life, we provide customized financial strategies to help you unlock your wealth, protect what matters most, and build a legacy of lasting financial growth.

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Years of Expertise

4.8/5

4.9/5 Rating

Keeping Promises, Driving Prosperity.

At Flip My Life, we believe that your financial journey is uniquely yours, and we’re here to guide you every step of the way.

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Our Partners

Expertise You Can Trust for Your Financial Success

At Flip My Life, we proudly collaborate with industry-recognized organizations where our professionals hold esteemed designations. These trusted partnerships ensure you receive a comprehensive, seamless, and expert-driven financial experience.

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Our Services

Comprehensive Wealth Solutions Tailored for You

At Flip My Life, we understand that every financial journey is unique. That’s why we offer a suite of personalized services designed to help you plan, grow, protect, and preserve your wealth. Our expert team is here to guide you every step of the way.

Wealth Planning

Strategic financial roadmaps designed to align with your goals and aspirations.

Wealth Management

Ongoing support to help grow and manage your assets with precision and care.

Wealth Protection

Safeguarding your assets from potential risks and uncertainties.

Wealth Strategies

Innovative, tailored approaches to achieve specific financial objectives.

Wealth Preservation

Long-term plans to maintain and grow your wealth for generations to come.

Wealth in Family Law

Specialized financial guidance during divorce and other family transitions.

About Flip My Life

Your Wealth Planning Specialist

At Flip My Life, we offer tailored financial strategies to help you unlock wealth, safeguard your future, and grow your financial legacy. Our team of experts is here to guide you every step of the way, ensuring you have the clarity and confidence to achieve your goals.

Our mission is to ensure that, through our guidance, you achieve wisdom in your financial decisions, your wealth grows with purpose, and your overall financial wellness is enhanced for lasting success.

Your Goals Are Our Top Priority.

Sarah Balram - Founder & CEO

Here are some of the results we’ve achieved together!

Our Success Rate
98%
Client Retention Rate
90%

Why Us

Why Choose Flip My Life?

When you choose Flip My Life, you’re not just hiring a financial planner—you’re gaining a trusted partner who will be there for you at every stage of your financial journey. Here’s why our clients trust us:

Our Core Values

Keeping Promises, Driving Prosperity.

At Flip My Life, our values drive everything we do. These are the pillars that guide us in delivering exceptional financial solutions for our clients:

01.

Empowerment

Putting the power of financial decision-making back in your hands.

02.

Integrity

Transparent, fee-for-service advice with your best interests in mind.

03.

Innovation

Offering innovative, future-focused strategies to help you achieve your financial goals.

04.

Clarity

Simplifying complex financial concepts for clear paths to success.

Explore Our Google Reviews

What our valuable customers said

Below are some reviews from our clients about our wealth management and consulting services.

I've been with Sarah and her team for over 3 years, she's amazing, knowledgeable and very understanding. She listens to my concerns and gives the best advice. I would recommend her over and over again. Thank you Sarah.

    Anh Ly

    So glad that I found Sarah for all my financial needs she was a great help and so transparent. She really hit all my needs bang on in every aspect. Would definitely recommend for any looking for any financial help or life insurance to pursue with Sarah.

      Owenn Ogaki

      Sarah has helped us SO much with our families financial planning. She was recommended to us through a friend, and we couldn't be happier with the service we have received. She makes us feel like we are family, not just a client in a zero judgment space. She has worked with us on our retirement plans, monthly budgeting, investments, etc. and we finally feel like we are in control of our finances. Thank you for "FLIPPING" our life Sarah! ❤️

        Erin Doherty

        We are Independent!

        Some of Our Insurers & Fund Companies.