Unlock True Financial Freedom: A Mindful Approach to Wealth & Well-Being - Coming November 2025-

Tired of financial stress, confusing investing and tax strategies, Trust vs Will, and feeling like you’re behind or unsure? Wanting to Retire Earlier or Optimize Your Retirement? It’s time for a different approach—one rooted in clarity, peace, and purpose.

Join Awaken Financial Designs, an award-winning Marine Veteran and Women owned Fiduciary Firm, for a powerful and soul-centered experience that blends tax strategies, smart investing, and estate planning (Will vs Trust) with mindfulness and holistic financial wisdom. PLUS once you sign up we will send you a FREE Trust and Estate Guide & a Taxes Investing Guide. Presenters Info and Credentials at bottom.

This class can be beneficial for people in their 30s (planning in advance can save years of time and equate to a lot more money saved) people nearing or in retirement 50s-60s (optimize taxes, increase net cash flows, and have a Estate Plan). Retire Wealthier Happier and/or Earlier.

💡 What You’ll Learn:

✔ Going over the One Big Beautiful Bill Act (OBBBA) and how to use it in your favor

✔ How to reduce, save, and protect your taxes with investments and assets using real-world strategies.

✔ How to invest smarter—without stress, high fees, or unnecessary risk

✔ How to use various tax account types (IRA, Roth, HSA, NQ brokerage, Roth IRA conversions) to increase your net income and legacy

✔ How to protect your legacy with trusts, wills, and estate planning clarity

✔ How to align your money with your values—so you can retire wealthier and in financial peace; reduce the stress and fears.

🌬 A Financial Wellness Experience Like No Other

This isn't just another financial seminar. This is a sacred space for couples and individuals ready to take control of their financial future with intention and calm confidence.

✔ Interactive breathwork + guided mindfulness

✔ Real-life stories and examples—not theory

✔Wealth tactics and practical tools you can implement now

✔ Estate planning tactics to implement right away

- A non-sales, education-first environment as Fiduciaries as part of a RIA.

🧘‍♂️ Your Fiduciary Wellness Aligned Financial Planning & Tax Guides

David Lundberg, MBA, CLTC, MSCJ, Certificate Financial Planning, Tax Strategist • Fiduciary Financial Planner • Marine Combat Veteran

Ashley Lundberg, MSBL Mindfulness Coach • COO • Holistic Financial Wellness Advocate

Have a team of Estate Planning Attorneys and Tax Professionals too (CPA EA).

Certified by Yoga Alliances in Pranayama Breathwork and Meditation