Retire Earlier and Live With Greater Alignment.

Download the guide below that shows busy professionals how thoughtful financial strategy and intentional lifestyle living can create a path to Earlier Retirement.

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This guide introduces a thoughtful approach to financial planning and intentional living.

Inside you’ll discover:

• Why many high earners still feel uncertain about retirement
• How tax strategy can influence when you retire
• The connection between wealth, time, and intentional living
• The financial decisions that move retirement closer
• How to design a life aligned with purpose and freedom

Many successful professionals still feel uncertain about retirement.

You may be earning well and building savings, yet still feel unclear about your long-term path. Traditional financial advice often focuses only on numbers. To us, true financial clarity comes from aligning wealth with the life you actually want to live. This guide introduces a more intentional approach; combining financial planning, tax awareness, and life alignment.

This Guide Is Especially Helpful For:

• Busy professionals balancing career and family
• Dual-income households building long-term wealth
• Individuals seeking earlier retirement
• Families who want their finances aligned with their values
• Professionals looking for greater clarity and direction

Who Are We and Our Different Approach to Financial Planning

Awaken Financial Designs is a Veteran owned and Woman owned Fiduciary Financial Planning RIA firm based in North Carolina. For over 10 years, David and Ashley have guided individuals and families in aligning their financial decisions with the life they truly want to live. Their work integrates thoughtful financial planning, tax awareness, and intentional living principles.

David and Ashley hold advanced degrees including an MBA, MSCJ, and MSBL, along with a Certificate in Financial Planning, and are Yoga Alliance Certified in Pranayama and Meditation; Yoga Instructor Certified come April 2026 as well. Reflecting their commitment to both financial clarity and holistic well being.

Our mission is simple:

Help people retire earlier, wealthier, and happier.

Begin Your Journey Toward Earlier Retirement

“True wealth is not simply the accumulation of money, but the freedom to live a life aligned with your values, your time, and your purpose.”

The Awakened Wealth & Life Alignment Guide™

Awaken Financial Designs LLC is a Registered Investment Adviser with the North Carolina Securities Division (CRD #339725). Registration does not imply a certain level of skill or training. The information provided in this guide and on this page is for educational and informational purposes only and does not constitute individualized investment, tax, legal, or insurance advice. Advisory services are provided only pursuant to a written client agreement and after delivery of required disclosures, including Form ADV Parts 2A and 2B. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Awaken Financial Designs and its principal, David Lundberg, may also act in the capacity of licensed insurance agents and may receive commissions from the sale of insurance products. Clients are under no obligation to purchase insurance products through Awaken Financial Designs.