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Podcast
Breaking Barriers: Featured Collaborations
Sarah’s expertise extends beyond the office through her collaborations with industry professionals. She has been featured on several platforms discussing wealth-building strategies, financial planning, and overcoming life’s financial challenges.

Discovery Series: Unplugged
Episode 1: Navigating Divorce - The Financial Advisor's Ultimate Guide with Sarah
Join Sarah Balram, CDFA & CFDS, in the first episode of the Discovery Series: Unplugged, where she shares expert insights into divorce financial planning. Sarah covers everything from navigating divorce and separation to planning for the future, answering key questions about how to best support clients during a divorce. Gain valuable tips and strategies on managing finances through divorce and securing a stable future.

Discovery Series: Unplugged
Episode 36: Money, Marriage, and Matrimony - The Prenup Chronicles
In this special Valentine’s Day episode, hosts Reh Bhanji and David Lee engage in a candid conversation with returning guest Sarah Balram, CFP, CDFA, CFDS, CHS, exploring the often-overlooked realm of prenuptial and postnuptial agreements. Sarah shares valuable insights into financial planning for marriage contracts, emphasizing their role in protecting personal and business assets. The episode includes real-life examples, essential dos and don’ts, and a lighthearted “swipe left or swipe right” game, making it an essential guide for financial advisors navigating the delicate balance of love and financial planning for marriage.

Discovery Series: Unplugged
Episode 42: Love, Loss, and Legalities -Navigating Divorce Settlements
In this episode of the Discovery Series: Unplugged, hosts Reh Bhanji and David Lee, along with certified divorce financial expert Sarah Balram, return for part two of the “Money, Marriage, and Matrimony” series. They explore divorce settlements, the role of financial advisors in identifying planning opportunities, and strategies for navigating shared assets and securing future financial stability. This episode offers valuable insights for advisors supporting clients through the emotional complexities of divorce financial planning.

Podcast
- Sarah Balram
- December, 23 2024
Podcast 2 Title
Through these collaborations, Sarah continues to share valuable insights that help individuals and families unlock financial success.

Podcast
- Sarah Balram
- December, 23 2024
Podcast 2 Title
Through these collaborations, Sarah continues to share valuable insights that help individuals and families unlock financial success.
Flip My Life Shop
Empower Your Financial Future
At Flip My Life Shop, I’m bringing the tools and strategies I’ve used in my professional practice directly to you. This online store is your go-to destination for practical, easy-to-use resources like downloadable budgets, planners, journals, and DIY planning tools designed to empower you to take charge of your financial future.




Life insurance quote
Financial Calculators
Utilize these calculators to find answer to your most pressing financial questions in a timely manner.
Budget Planner
Organize your monthly cash flow to find additional dollars you can use to achieve your financial planning and retirement goals. Designed to compare your “Current” expenditures to “Proposed” expenditures, simple adjustments can be made until you have the desired outcome.
Life Insurance
The Life Insurance Needs Calculator lets you estimate the amount of life insurance coverage you and your spouse / partner require.
Terminal Tax Calculator
The Terminal Tax Calculator estimates the amount of taxes your estate will be required to pay in the year of your death (assuming no surviving spouse / partner).
Income Tax Calculator
The Income Tax Calculator estimates the amount of tax you will be required to pay on the various sources of income earned. If you are an employee, use the calculator to estimate the potential tax savings from RRSP contributions. If you are self-employed, use the calculator to estimate changes to income tax based on how you draw your income.
RRSP Calculator
The RRSP Calculator estimates the future value of your RRSP investment given various assumptions. You can use the RRSP calculator to see the impact various savings and return assumptions may have on your investment.
RRSP vs TFSA Calculator
The TFSA vs. RRSP Calculator lets you compare investing in the 2 most popular tax-assisted investments available to Canadians. The strategy that produces the larger “After-Tax Retirement Income” may warrant further consideration in your planning.
FAQs
Popular Questions
We’ve compiled answers to some of the most common questions to help you better understand our services and process.
We provide comprehensive financial planning services, including wealth planning, management, protection, strategies, preservation, and expertise in wealth-related family law.
The Client Portal gives you 24/7 secure access to your financial plan, documents, and progress updates. It’s a hub where you can track your financial journey anytime.
Our process begins with a no-obligation consultation where we discuss your goals and determine if we’re the right fit for your financial journey.
We offer a free evaluation up to 3 months after your plan is delivered, ensuring it stays aligned with your goals and any life changes.
Our founder, Sarah Balram, is a Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), and holds multiple designations. Our team includes professionals with extensive expertise in wealth management and planning.
Yes, we collaborate with a network of professionals, including lawyers and accountants, to create comprehensive strategies for our clients.
Need More Questions?
Blogs & Articles
Featured Articles and Insights
Read and update the latest news from us, we have lots of the latest news about wealth management, planning and also consulting.