A Smarter Way To Grow Your Money

Get a free custom financial strategy from a certified financial planner (CFP), to grow your money faster.

Manage My Debt

Maximize My Earnings

Manifest My Dreams

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

Why Flip My Life?

For many Canadians, the pandemic has been a jolting experience and has left many with short and long-term financial uncertainty.

Flip My Financial Struggles, To Financial Freedom

At Flip My Life, every decision my team and I make is inspired by our vision “to help Canadians flip their financial struggles, into financial freedom and live a life they love”. As a certified wealth & financial planner, I’ll guide you step-by-step to take advantage of hidden opportunities to grow your money and avoid overspending on taxes, fees and interests.

10+

Years Experience

100+

Family Clients

100+

Business Clients

Who We Serve?

Families

Millennials

Professionals

Business Owners

Women in Business

Family Law Clients

Lawyers

Single Parents

Inheritors

Our Services?

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

How Are We Different

Commitment
Clients always come first.

Personalized
Your journey and plan is tailored for you and only you.

Knowledge
Well-rounded expertise always available for your financial planning needs.

Experience
Years of experience in the financial industry.

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

Client Intake

This is the information gathering process and sometimes the most tedious. The more information provided, the better the financial plan

Step 03

Discovery

We discuss goals and objectives. Discuss what financial freedom means to you and what you want to achieve as we work together.

Step 04

Design

Your personalized financial plan is designed with all the information from Steps 1 and 2. Based on this information, you will be presented with recommendations on how to achieve your goals.

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

Some of Our Insurers

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