A Smarter Way To Grow Your Money
Get your FREE financial strategy to kick start your financial journey.
plan.
ACHIEVE.
protect.
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 created a few jolting years 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?
Individuals
Families
Self-Employed Individuals
Professionals
Business Owners
Family Law Clients
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
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
