A Smarter Way To Grow Your Money

Get a free custom financial strategy from a certified financial planner (CFP), to grow your money faster.

Free Financial Strategy

Manage My Debt

Maximize My Earnings

Manifest My Dreams

Why Flip My Life?

For many Canadians, 2020 has been a jolting year 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 my team and I make is inspired by our vision ‘to help Canadians flip their financial struggles, into financial freedom and live a life they love’. As a certified wealth & financial planner, I’ll guide you step-by-step to take advantage of hidden opportunities to grow your money and avoid overspending on taxes, fees and interests.

Flip My Life Starts in 3 Simple Steps

I find most people fail to achieve financial goals simply because they don’t take the first step. So here’s my promise to you – after you take the first step, I’ll be right by your side, to execute a custom strategy that’ll help you grow your wealth, live a life you love and protect those you love.

Step 1 - Goals & Dreams

Identify your ultimate goals, dreams and cash flows for your short & long term future.

Step 2 - Needs Analysis

I’ll review and create a custom strategy to get you where you want to be financially.

Step 3 - Financial Strategy

Receive a strategy to achieve your goals and protect your wealth against the unexpected.

Meet Sarah. Over 10 Years of Growing Wealth by Design

Hello friend! For more than a decade, I’ve passionately studied the holistic elements of what optimizes a person’s wealth – investing, taxes, retirement, estate, insurance and cash flow.

I’m truly excited to have the opportunity to work with you and share the secrets I’ve learned from years of experience, hundreds of clients and some of the best financial minds on the planet I’ve had the privilege of working with.

To your financial success!
Sarah Balram, CFP, CDFA,

The 6 Keys To Flip My Life

Estate & Succession Planning

Estate & Succession Planning

Without proper estate planning, your entire lifetime of savings can quickly disappear to taxes, probate fees, lawyers, court costs, unintended heirs and more.

Investing

Investing

Investing is a key element to growing your wealth faster and ultimately creating a cash-machine that pays you for life. Let’s build you a custom plan to leapfrog you to your financial freedom.

Insurance

Insurance

We’re living in uncertain times. We’ve faced them before and we’ll see them again. Discover solutions that can help you better prepare for when the unexpected comes, so your life journey feels a lot smoother.

Cash Flow Management

Cash Flow Management

Managing your cash flow is the foundational discipline that will ultimately get you to your financial goals and dreams. Together, we’ll manage the inflows and outflows of your cash so you reach your goals of tomorrow, without compromising your quality of life today.

Retirement Planning

Retirement Planning

The best retirements happen by design, never by accident. Together, we’ll create a roadmap and ongoingly review it to ensure you get the cashflow you’ll need to live out your dream retirement and address potential health care costs.

Taxes

Taxes

They say ‘the only thing in life that’s certain, is death and taxes’. And, although this isn’t false, how much you pay in taxes is questionable. I’ll help you customize a plan in place to preserve your wealth throughout your earning years and your retirement.

Sarah is a combination of compassion and wisdom. I wish I had spoken with her years ago! I’d probably be living in my dream home today, instead of 10 years from now. Better late than never!

Neal Goomar
Chief Marketing Officer, Hill Valley Energy

Ready to flip financial
struggles into freedom?

I look forward to the opportunity to work with you and help you manage debt, maximize earnings and manifest your dream life.

Get started for free