Retire Earlier and Live Happier
Tax-Smart Investing Strategies Protections, Savings & Growth
Proven Financial Expertise Est. 2015 4 Time National Award Recipient
Mindful Wealth & Investing Our 7 Stages to Alignment Guide “Free Download Below”
Veteran & Women Owned Fiduciary MBA MSCJ MSBL - Pranayama, Meditation Certified; Yoga Pending Too
Servicing both Virtually in Numerous States and Locally in North Carolina Cities of Cary • Apex • Raleigh • Durham with Flat-Fee Options for Fiduciary Planning, Tax Strategy, and Mindful Wealth Alignment.
Sending you Positive Vibes! We’re David and Ashley, partners in life and business for 20 years, guiding others toward alignment in life and wealth. See real testimonials by real people below too!
Discover “The Awakened Wealth & Life Alignment” Method
Our signature approach that aligns Money, Energy and Life!
Protect (Red)
Build a secure foundation with protections, trusts, and safeguardsFlow (Orange)
Create steady cashflow and flexibility for life’s changes.Power (Yellow)
Harness tax strategy and investments to grow wealth with confidence.Love (Green)
Align your plan with your values, family, and legacy.Voice (Blue)
Gain clarity and confidence to make financial decisions you can trust.
Vision (Indigo)
See your retirement path with purpose and peace of mind.
Peace (Violet/White)
Reach freedom, fulfillment, and abundance — wealth aligned with life.
The 7 Stages of The Awakened Wealth & Life Alignment Method
At Awaken Financial Designs, we go beyond traditional wealth management. As a Marine Veteran and Women Owned Fiduciary Firm, we integrate proven financial and tax strategy with mindfulness, meditation, breathwork and holistic well-being. Our unique approach, “The Awakened Wealth & Life Alignment Method” blends strategic tax planning, protections, and growth with spiritual clarity and mindful practices.
The result is a wealth plan that reduces stress, creates peace, and aligns your money with your true purpose. We have a partnership of tax professionals like CPAs and EAs, as well as Trust and Estate Attorney professionals too. For us, financial success isn’t just about numbers; it’s about living fully, freely, and with love. Where Wealth Meets Spiritual Wisdom, and Money Serves the Soul.
Trust, Proven, Transformative
Real People with Real Results
Almost 2,000 people have already attended our events. On average, we help people retire 5–7 years earlier (or more) than they believed possible.
“David took the time to understand my financial goals and risk tolerance. We ultimately closed on two (2) different investments over the course of a year or so. David’s responsiveness and patience in clarifying differences in investment products was refreshing and appreciated.”
Barry -
“I really thought I had to wait until I turned 59 1/2 before I could even consider retiring. I made the decision to invest and retire a year earlier which is what I really needed for my wellness and peace. It’s the best decision I could have made for me and my family. ”
Lisa & Pat -
“He has proven to be very knowledgeable and honest regarding the best financial plan for us. The investments he directed us in have given us more money protection as well as growth, and allowed us to retire early. ”
Lauren & Rodney -
“This was the best financial class I have ever been to that was also mindfulness focused. I really enjoyed the chair yoga as well. I have already told a few people that they need to come to this class. Ill also be going to a upcoming breathwork event they are offering as well.”
Thomas -
Your Journey to Alignment Starts Now
Choose the path that feels right for you (click below): join us at a free event, book a private call, or explore our YouTube channel
