About – Flip My Life

Meet Sarah

Over 10 Years of Growing Wealth by Design

Hello friend!

My name is Sarah. I am a qualified and accomplished Certified Financial Planner (CFP) with a strong focus on divorce and business financial planning.

As the founder of Flip My Life, I have built a reputation for providing creative and holistic financial planning strategies to my clients. I hold certifications as a Certified Divorce Financial Analyst (CDFA) and a Certified Financial Divorce Specialist (CFDS), which equips me to assist clients in navigating the complexities of financial matters during and after a divorce or separation. I am also dedicated to helping business owners retain their wealth through tax optimization strategies and my propensity to navigate complex financial situations effectively.

My passion lies in helping my clients grow their wealth, safeguard their lifestyle, and preserve the assets they have worked hard to accumulate. Through a strategic and holistic approach, I partner with other professionals to address my clients’ broader financial concerns, allowing them to have confidence in their financial future.

I am genuinely thrilled about the chance to work with you and impart the valuable insights I’ve gained from years of experience, serving countless clients, and collaborating with some of the most brilliant financial experts in the industry.

CFP, CDFA, CFDS, CHS

Sarah’s Credentials

CFP

A Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement.

CDFA

A Certified Divorce Financial Analyst assists the client and his/her lawyer to understand how the financial decisions he/she makes today will impact the client’s financial future.

CFDS

A Chartered Financial Divorce Specialist (CFDS) is specially trained to provide separating or divorcing clients with an objective assessment of potential financial settlement scenarios.

CHS

A CHS (Certified Health Insurance Specialist) is a professional financial advisor specializing in living benefits, including income replacement and risk management solutions for individuals, business owners and professionals.

About Flip My Life

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.

Our Partners

We Are Independent!

GROW YOUR WEALTH BY DESIGN

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

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