Hitting the Jackpot Can Be Overwhelming and Confusing
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That financial windfall is more than just numbers – it's complex and emotional.
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Feeling overwhelmed by immediate decisions (taxes, preservation)?
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Uncertain about the future or how to align it with your values?
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Frustrated by generic advice that creates more stress?
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Your windfall should be an opportunity, not a source of stress. Don't risk missteps or missing out on building the future you want.
Turn Your Sudden Wealth into Lasting Prosperity with Expert Guidance
Navigating sudden wealth from an inheritance, business sale, or a settlement can be overwhelming and uncertain. You're facing complex decisions during a major life transition and require specialized support.
As your Personal CFO, I understand that rapid wealth transitions require immediate attention. Our first step is dedicated wealth preservation, buying us the critical time to thoughtfully apply my expertise in tax strategies, estate planning, and other complex financial areas.
I prioritize your unique values and financial well-being with radical transparency and clear communication. My goal is to build lasting trust and help you not just manage, but truly prosper, grow, and flourish.
Your First Steps with ProsperWise
Laying the Foundation For Growth
Phase 1
Orientation & Stabilization
✓ Initial Connection Call
✓ Confirm Engagement Path
✓ Review Financial Situation
✓ Immediate Needs Assessment
✓ Initial Capital Preservation Plan
Phase 2
Education & Visioning
✓ Deep Values Discovery
✓ Goal Setting & Visioning
✓ Compile Financial Data
✓ Preliminary Analysis
✓ Introduce Educational Resources
Specialized Planning & Implementation
✓ Investment Planning Strategy
✓ Tax Planning Strategy
✓ Estate & Legacy Planning
✓ Risk Management Strategy
✓ Philanthropic Planning
Phase 3
Experience & Trust
You Can Rely On
Rolf Issler, BMgt, CLU
I understand the unique complexities you face when navigating Sudden Wealth.
Hi, I'm Rolf Issler, Founder of ProsperWise – your partner in preservation and growth:
✓ Proven Experience: 20+ years helping clients streamline finances and achieve values alignment.
✓ Advanced Credentials: Chartered Life Underwriter (CLU) & Bachelor of Management (Honours, UBCO).
✓ Exceptional Trust: I'm proud that 98%+ of our clients are still with us after five years – a testament to the strong, lasting partnerships I build.
✓ Your Personal CFO: Acting as your dedicated Personal CFO, I provide integrated, holistic guidance across your entire financial picture, simplifying complexity and ensuring all pieces work together effectively.
Radical Transparency:
Our Commitment to Clear Fees
We believe financial advice should be clear, understandable, and free from hidden costs.
Unlike the often opaque and complex fee structures prevalent in the financial industry, ProsperWise Advisors is committed to radical transparency. You deserve to know exactly what you are paying for and the value you receive.
Don't take our word for it. Take theirs.
Don - West Kelowna, BC
“Rolf has been showing and helping me understand options that will help me now and for the future. On my own, I would not be as far ahead as I am now.”
Irene - Lake Country, BC
“Rolf, I can’t tell you how much Bryan and I appreciate you. We trust you and your honesty is so valuable in making us feel comfortable and included in the decision making process.
Gina - Kelowna, BC
“Rolf makes planning for your current and financial future a breeze. He is able to explain (in plain English!) how things work like investing, life insurance policies, tax-free savings etc…"
Imagine Your Future:
Clear, Confident, Prosperous
Imagine moving beyond the initial overwhelm and uncertainty of sudden wealth to a place of lasting clarity, confidence, and peace of mind.
Working with ProsperWise Advisors helps you achieve:
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Confidence & Security: Feel secure knowing your wealth is preserved and strategically managed according to a clear plan you understand and trust.
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Clarity & Purpose: Gain profound clarity not just about your finances, but about how your wealth can actively support your most important life goals and contribute to the legacy you wish to build.
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Values-Aligned Decisions: Experience the deep satisfaction that comes from having a financial strategy truly aligned with your personal core values.
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Empowerment & Control: Feel informed and empowered, making significant financial decisions from a place of knowledge and confidence, not anxiety or confusion.
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True Financial Well-being: Achieve genuine financial well-being, where your resources are purposefully structured to support a rich life lived with meaning and intention.
This future – where sudden wealth enhances your life rather than complicates it – is attainable with the right specialized guidance and partnership.
Ready to Navigate Sudden Wealth with Confidence?
Don't let complexity or uncertainty hold you back any longer. Take control of your financial future with specialized, empathetic guidance. Schedule your confidential consultation today to discover how the Sudden Wealth Compass can bring you clarity and peace of mind.
Prepare for Your Windfall
Get Your Free Pre-Planning Guide
Plan Ahead With Confidence
Feeling overwhelmed or anticipating an inheritance, business sale, or settlement?
Our free guide provides key questions, and steps to help you take control and reduce stress by planning proactively.