Most Couples Who’ve Done Everything Right Still Feel Uncertain About When They Can Retire.
Most couples with strong savings still feel uncertain about retiring earlier together. This guide is where that clarity begins.
Serving couples in North Carolina, Arizona, and virtually nationwide. Download the Awakened Wealth & Life Alignment Guide™ to begin bringing clarity to how everything fits together; your timeline, your income, and your life.
We also host occasional online conversations for couples exploring early retirement; details inside the guide. You can learn more about us below.
The Clarity Gap
You’ve built your careers.
You’ve saved and invested.
You’ve created a life that works.
Yet, when you ask a simple question “When can we actually stop?” The answer isn’t as clear as it should be. Not because you’re behind, but because no one has shown you how all the pieces come together.
Why This is Different for Couples
Most financial advice is built for one person. However your retirement doesn’t happen individually, it happens together.
Your timelines, your income decisions, your Social Security, your tax strategy, investing, and so much more. They all affect each other in ways most plans don’t fully account for. That’s where clarity often breaks down.
What This Guide Helps You See
Inside the Awakened Wealth & Life Alignment Guide™, you’ll begin to see how your financial life actually fits together.
Including:
How couples think differently about retiring earlier
The 5 key income and tax layers that shape your timeline
Why Roth strategies and tax planning matter more than most realize
How to align your financial plan with the life you actually want to live
What changes when decisions are made together and not individually
This is not about chasing a number. It’s about building a path that actually works for your life.
Alignment
Clarity about your money and clarity about your life are not separate conversations. They are the same conversation. Most advisors focus on the numbers. This is where things begin to come together differently.
Ready to Take the Next Steps?
If you’re a couple who is serious about retiring earlier and wants clarity around how everything fits together like: your investments, taxes, income, timing, and more. If so, we work with a limited number of households each month to help bring that plan to life
👉 Schedule a Call With US
LINK https://app.greminders.com/c/awakenfinancialdesigns/initialconsult
We’ll ask a few simple questions to see if it’s a good fit, and if it is, you can schedule a conversation directly.
About Us
We are David and Ashley Lundberg. A married couple, Wealth & Life Alignment Guides, business owners, and wellness practitioners based in Cary, North Carolina.
David Lundberg - MBA, MSCJ, Financial Planner, Certificate in Financial Planning United States Marine Veteran
Ashley Lundberg — MSBL, Financial Educator, Wellness Coach, Yoga Alliance 200-Hour Certified, Pranayama Breathwork Certified, Meditation Certified
Through Awaken Financial Designs, we help couples and individuals bring together tax strategy, income planning, and intentional living into a clear, aligned path toward earlier retirement.
Flat-fee fiduciary financial planning, no AUM fees
Veteran & Woman Owned firm
Based in Cary, North Carolina
Serving clients in NC, AZ, and virtually nationwide where appropriately licensed
CRD #339725
If your time, energy, and creativity were no longer organized around work…
what would you want your life to actually look like?
That clarity is where everything begins.
Awaken Financial Designs LLC is a state-registered investment adviser headquartered in Cary, North Carolina and registered with the North Carolina Securities Division and the Arizona Corporation Commission (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 LLC 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 LLC.
Awaken Financial Designs LLC
Cary, North Carolina
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