A Smarter Way To Grow Your Money
Get your FREE financial strategy to kick start your financial journey.
grow.
protect.
preserve.
Why Take Control?
- The longer you wait, the more opportunities are lost
- To achieve goals, you have to create and plan for them
- Planning for the unexpected
For many Canadians, the past few years have been jolting and has left many with financial short & long-term uncertainty. If you can relate and feel your dreams of financial freedom are fading – I’m here to help you find true financial security & live the quality of life you deserve.
Flip My Financial Struggles, To Financial Freedom
At Flip My Life, every decision I make is inspired by our vision ‘to help Canadians flip their financial struggles, into financial freedom and to live a life they love’.
As your certified wealth & financial planner, my passion is to help clients grow their wealth, protect their lifestyle and preserve the wealth they have built through creative financial planning strategies.
Sarah’s Achievements
RHBOT Young Entrepreneurs
May 2023
Inforce Life Order of Merit Silver
2020
Inforce Life Order of Merit Silver
2019
Inforce Life Wealth Champion
2019
Inforce Life Order of Merit Silver
2018
Who We Serve?
Families
Professionals
Business Owners
Clients going through Divorce/Separation
Podcast Episode
Navigating Divorce – The Financial Advisor’s Ultimate Guide with Sarah Balram
Our Services
Meet Sarah
Over 10 Years of
Growing Wealth by Design
Growing Wealth by Design
Hello friend!
For more than a decade, I’ve passionately studied the holistic elements of what optimizes a person’s wealth – investing, taxes, retirement, estate, insurance and cash flow.
I’m truly excited to have the opportunity to work with you and share the secrets I’ve learned from years of experience, hundreds of clients and some of the best financial minds on the planet I’ve had the privilege of working with.
To your financial Success!
CFP, CDFA, CFDS, CHS
Sarah’s Credentials
CFP
Certified Financial Planner
CDFS
Certified Divorce Financial Specialist
CDFA
Chartered Divorce Financial Analyst
CHS
Certified Insurance Health Specialist
Why Choose Us
A FEW GOOD REASONS
Because You Matter
Your goals and objectives become our primary focus. At our firm, the Clients always come first!
Because it’s personalized
The end goal may be the same, but everyone’s journey is unique to them. Your financial plan is tailored for your and only you!
Because we’ve been there and done it
When you choose us, you will feel the benefit of more than 10 years industry experience.
Because we know numbers
Our CFP, Sarah not only has years of industry experience, she also has four designations and has won awards throughout her career.
Because we are chosen by professionals
We work with many professionals to help you achieve your financial goals. Some of our professionals include accountants and lawyers.
Because we are easy to work with
We are passionate about our work and we take as much time needed to get you to the finish line through strategic planning and education.
Our Proven Process
Step 01
Meet and Greet
This is the first and most important step of our proven process. At this stage, we get to know you and develop a foundation of trust and understanding as we start working together.
Step 02
Discovery
This is the information gathering process and sometimes the most tedious. The more information provided, the better the financial plan
Step 03
Design
We discuss goals and objectives. Discuss what financial freedom means to you and what you want to achieve as we work together.
Step 04
Strategy
Based on the information provided, you will be presented with recommendations on how to achieve your goals. You will be presented with a few options to choose from based on your needs, wants and budget.
Step 05
Execute
Discuss which recommendation you would like to proceed with and set timelines along with tasks.
Step 06
Evaluate
Evaluate the milestones you have achieved. We perform client follow throughs, reassess if there are any changes that would affect the suitability of your financial plan, and adjust accordingly.
What Our Clients Say
GROW YOUR WEALTH BY DESIGN
