Explore Your Path to Retire Earlier, Wealthier, & Happier

This initial call is your opportunity to share your goals, values, and vision—and to discover if partnering with Awaken Financial Designs is the aligned next step for your journey. You’ll meet with David Lundberg, our Head Fiduciary Advisor, who will guide the conversation and assess how we can support you through strategic tax planning, mindful investing, and holistic financial clarity. Our mission is to help you retire earlier, wealthier, and happier—