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

Personal Financial
Planning

Learn more

Business Financial
Planning

Learn more

Divorce Financial
Planning

Learn more

Insurance

Learn more

Investments

Learn more

Meet Sarah

Over 10 Years of
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

We’re here to help you kickstart your financial journey with modern and creative solutions.