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FINANCIAL TRANSITION ADVISOR | KELOWNA

Don't Invest. Decompress.

You're navigating a sudden inheritance or business exit. You don't need a stock tip. You need to silence The Noise.

The Noise is Deafening.

Complex decisions, well meaning friends & family, and your biology.

The Noise is everywhere. It wants you to act fast.

You've got one chance to get this right and establish your sovereignty.

Research shows that during high-stakes transitions, dopamine and cortisol flood the decision making center of your brain. Your pre-frontal cortex is offline.

 

In this state, a "quick investment decision" isn't a strategy—it amplifies The Noise. 

The Two Financial Transitions

For Inheritors


"I'm afraid I'll screw this up."

​​​​

The Noise:

Guilt & Family Pressure.

For Founders

 

 "I've just sold my life's work."

 

The Noise:

Identity Crisis & Taxes.

Your Advocate for The Transition

Rolf Issler BMgt, CLU

Hi, I'm Rolf Issler. I understand that sudden wealth is as much a psychological transition as a financial one.

 

With a Bachelor of Management and a Chartered Life Underwriter designation, I specialize in the Sudden Wealth Syndrome that paralyzes even the most successful business owners.

 

I serve as your Personal CFO providing the professional distance and technical expertise needed to bridge the gap between your sudden wealth and your peace of mind.

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."

Happy Clients

High Stakes Transitions Need a Plan

Step 1:
The Stabilization

We secure your funds in a safe Storehouse and model your immediate cash flow needs to lower your cortisol levels and give you time to breathe.

Step 2:
The Quiet Period

 

A 90-day strategic pause.

We draft your Sovereignty Charter, your constitution that defines your new boundaries.

Step 3:
The Funding

 

Your Charter is ratified. Your decision-making is back online. We fund the Charter using portfolios and insurance to establish your Sovereignty.

You Don't Need Another Stock Tip. You Need a Transition Plan.

We work for you, not the bank.

Our fee-only consulting ensures you have time to breathe while we design the transition to your new territory... with zero sales pressure.

Prosperity is a state of being.

You don't just grow wealth, you flourish. 
Start Your Transition With Confidence.

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