SUDDEN WEALTH ADVISOR | KELOWNA
The Money Arrived. But, the Peace Didn't.
You're navigating The Disruption of an Inheritance, Business Sale, or Divorce Settlement.
The Noise is everywhere. Market volatility, family pressure, the internal fear of "screwing it up." It wants you to rush.
You feel the weight of getting this right, but you don't have a plan.
You're in a high-cortisol state.You don't need a hot stock tip.You need an Advocate.
Rolf Issler, BMgt, CLU
Personal CFO
"We’re very grateful for your steady approach and, above all, your patience... You’re helping us all to learn how to create stability instead of chaos."
I understand that sudden wealth isn't just a financial event—it's a physiological shock. The anxiety you are feeling is The Noise trying to force a decision. That anxiety is normal. It's not a sign of weakness; it's biology.
I'm Rolf Issler. Since 2005, I served Okanagan families before realizing that 'planning' wasn't enough for sudden wealth.
Then, 2 years ago I decided to build a better way for founders and families facing The Noise. Now, serving as your Personal CFO, I don't just manage your investments—I help you govern your finances.
The Sovereignty Charter designed specifically to silence The Noise and protect your legacy.
The Path Out of The Chaos
Step 1:
The Holding Tank
We secure your liquidity in a safe, guaranteed high-yield account.
No investments. No big purchases. No big gifts.
We stop the chaos and buy you time to breathe.
Step 2:
The Quiet Period
A 3 to 12-month strategic pause.
We build your Sovereignty Charter, the constitution that defines your boundaries, before a single dollar is invested, and spent.
Step 3:
Your Sovereignty
Your Charter is ratified.
We deploy assets specifically to Fund the Charter, not just to chase returns. You transition from Overwhelmed Recipient to Sovereign Chair of the Board.
Defeating The Noise
Without a Guide - The Noise
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The Action: Rush to Invest.
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The Feeling: Anxiety, Pressure, & Guilt.
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The Outcome: 70% of Wealth Lost by Gen 2.
With ProsperWise - The Sanctuary
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The Action: Wait. The Quiet Period.
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The Feeling: Peace. Confidence. Sovereignty.
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The Outcome: A Multi-Generational Fortress.
People Also Ask
What is the Quiet Period in inheritance planning?
The Quiet Period is a 3 to 12-month strategic pause mandated by ProsperWise Advisors. It prevents sudden wealth recipients from making major capital decisions during the high-emotion phase immediately following a liquidity event.
How much does a Sudden Wealth Audit cost?
ProsperWise Advisors charges a flat fee of $249 for the initial Stabilization Session. We do not offer free sales consultations because we value unbiased truth over product sales.
Do you require a minimum asset level?
We specialize in complex liquidity events (Inheritance, Business Sales, Divorce) typically involving assets above $500,000. However, our initial Alignment Call is open to anyone seeking clarity on their sovereignty.
Do you require me to move all my assets to you?
No. We use a Transition Retainer Model (Flat Fee) for our initial planning phase. This means we can give you objective advice—like paying off a mortgage or gifting money to family—without a conflict of interest. Our advice is not tied to how many assets we manage; it is tied to your stability and clarity.