About Us

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 individuals and families, we are committed to helping you unlock the financial clarity and success you deserve.

At Flip My Life, we offer tailored financial strategies to help you unlock wealth, safeguard your future, and grow your financial legacy. Our team of experts is here to guide you every step of the way, ensuring you have the clarity and confidence to achieve your goals."

Our mission is to ensure that through our guidance, you achieve wisdom in your financial decisions, your wealth grows with purpose, and enhance your overall financial wellness for lasting financial success.

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Years of experience

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Professional Designations

Sarah’s Achievements

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

CDFS

Certified Divorce Financial Specialist

CDFA

Chartered Divorce Financial Analyst

CHS

Certified Insurance Health Specialist

Our Partners

Expertise You Can Trust for Your Financial Success

At Flip My Life, 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.

At Flip My Life, 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.

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