Our Services

Our Services

Your Path to Financial Success Starts Here

At Flip My Life, we specialize in helping individuals, families, and business owners achieve their financial goals. Our comprehensive services are tailored to meet your unique needs and designed to empower you with the tools and strategies for lasting success.

Wealth Planning

Craft a financial roadmap that aligns with your goals. From budgeting to future investments, we help you set a clear course for success.

  • Personalized financial plans.
  • Strategic goal setting for short and long-term objectives.
  • Wealth Management

    Keep your wealth growing with expert management strategies. We optimize your assets to ensure steady growth and financial security.

  • Investment management tailored to your needs.
  • Active monitoring and adjustments for market trends.
  • Wealth Protection

    Safeguard your financial future with solutions that mitigate risks. Protect your hard-earned wealth with robust insurance and legal strategies.

  • Comprehensive risk assessment.
  • Insurance and asset protection plans.
  • Wealth Tax Strategies

    Leverage innovative strategies to maximize your wealth. We develop creative solutions to optimize tax planning, investments, and financial growth.

  • Tax-efficient planning.
  • Advanced strategies for maximizing returns.
  • Wealth Preservation

    Ensure your wealth lasts for generations. We help you secure your financial legacy through effective estate and succession planning.

  • Legacy and estate planning.
  • Succession strategies for family-owned businesses.
  • Wealth in Family Law

    Navigate the complexities of financial matters during life transitions. We provide expert guidance in areas like divorce and family wealth division.

  • Certified Divorce Financial Analysis (CDFA).
  • Support for equitable division of assets.
  • Explore Our Google Reviews

    What our valuable customers said

    Below are some reviews from our clients about our wealth management and consulting services.

    I've been with Sarah and her team for over 3 years, she's amazing, knowledgeable and very understanding. She listens to my concerns and gives the best advice. I would recommend her over and over again. Thank you Sarah.

      Anh Ly

      So glad that I found Sarah for all my financial needs she was a great help and so transparent. She really hit all my needs bang on in every aspect. Would definitely recommend for any looking for any financial help or life insurance to pursue with Sarah.

        Owenn Ogaki

        Sarah has helped us SO much with our families financial planning. She was recommended to us through a friend, and we couldn't be happier with the service we have received. She makes us feel like we are family, not just a client in a zero judgment space. She has worked with us on our retirement plans, monthly budgeting, investments, etc. and we finally feel like we are in control of our finances. Thank you for "FLIPPING" our life Sarah! ❤️

          Erin Doherty

          Our Process

          A Clear Path to Financial Success

          At Flip My Life, we’ve designed a straightforward, step-by-step process to guide you from financial uncertainty to clarity and confidence.

          Step 01

          Meet & Greet

          Start with a no-pressure virtual chat to discuss your goals and determine if we’re the right fit for your journey.

          Step 02

          Discovery

          We take a deep dive into your financial situation, uncover hidden opportunities, and lay the groundwork for a personalized plan.

          Step 03

          Design

          We create a tailored financial strategy, refining it together to ensure it aligns with your unique needs and aspirations.

          Step 04

          Execute

          Your plan comes to life! We’ll guide you through every step, with 24/7 access to your financial journey through our secure client portal.

          Step 05

          Enjoy

          Rest easy knowing your finances are structured to protect your future and achieve your goals.

          Bonus

          Evaluate

          Life evolves, and so should your plan. We offer a complimentary evaluation 6 to 12 months after delivery to keep you on track.