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About Flip My Life
Keeping Promises, Driving Prosperity.
At Flip My Life, we believe that your financial journey is uniquely yours, and we’re here to guide you every step of the way. With years of experience and a passion for empowering entrepreneurs, professionals and families, we are committed to helping you unlock the financial clarity and success you deserve.
Watch Our Story
Years of experience
Client Satisfaction Rate
Professional Designations
Sarah’s Achievements
2025
CBRB Best Financial Planner - Richmond Hill
2024
CBRB Best Financial Planner - Richmond Hill
2023
RHBOT Young Entrepreneur Award
2020
Inforce Life Order of Merit Silver
2019
Inforce Life Order of Merit Silver
2019
Inforce Life Wealth Champion
2018
Inforce Life Order of Merit Silver
Sarah Balram
Founder & CEO Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), Chartered Financial Divorce Specialists (CFDS), Certified Health Specialist (CHS)
Introduction
Meet Sarah Balram, Founder & CEO
With over a decade of experience as a Certified Financial Planner (CFP), I help individuals, families, and business owners navigate their financial journeys. My expertise spans tax, estate, and divorce financial planning, all designed to empower you in achieving lasting financial success.
I’m deeply passionate about helping families build generational wealth—creating a lasting legacy that grows and protects wealth for future generations. I believe in understanding how every financial element works together to protect and enhance your future. By simplifying complex concepts into actionable strategies, I enable my clients to feel confident and secure through every life transition.
I’m excited to share insights from years of collaboration with top industry experts. Together, we’ll unlock strategies that elevate your wealth and help you achieve your financial aspirations.
Ready to take the next step toward a stronger financial future and build wealth that lasts for generations? Let’s connect and explore how I can help you reach your goals. I look forward to our journey together!
Sarah’s Credentials
CFP
Certified Financial Planner
CDFA
Certified Financial Divorce Analyst
CDFS
Chartered Financial Divorce Specialist
CHS
Certified Insurance Health Specialist
Our Partners
Expertise You Can Trust for Your Financial Success
We proudly collaborate with industry-recognized organizations where our professionals hold esteemed designations. These trusted partnerships ensure you receive a comprehensive, seamless, and expert-driven financial experience.
Our Core Values
Keeping Promises, Driving Prosperity.
Our values drive everything we do. These are the pillars that guide us in delivering exceptional financial solutions for our clients:
01.
Empowerment
Putting the power of financial decision-making back in your hands.
02.
Integrity
Transparent, fee-for-service advice with your best interests in mind.
03.
Innovation
Offering innovative, future-focused strategies to help you achieve your financial goals.
04.
Clarity
Simplifying complex financial concepts for clear paths to success.
Our Team
Meet The Team
While Sarah is at the helm of Flip My Life, we have a dedicated team of financial professionals who are committed to your success. From Certified Financial Planners (CFP) to Divorce Financial Analysts (CDFA) and experienced wealth management experts, our team brings diverse expertise to your financial planning needs.
Each member of our team is passionate about helping you navigate your unique financial journey, offering personalized solutions that align with your goals and values.
Member One
Designation
Member Two
Designation
