Feeling Overwhelmed by Your Sudden Wealth?
It's more than just numbers – it's complex and emotional. You may be feeling overwhelmed, anxious, or uncertain. Are you facing:
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Immediate decisions regarding capital preservation and tax hurdles?
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Uncertainty about how to align this new wealth with your values?
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Frustration with generic advice that doesn't address your unique situation?
Sudden wealth should be an opportunity for lasting prosperity, not a source of anxiety.
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She's smart. Her answers are based exclusively on our extensive knowledge base. She doesn’t have access to the live internet, so you don’t get generic fluff.
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She can keep a secret. Your privacy is our top priority. Especially after you land a big windfall. One of the first rules is not to spread the word. Keep it secret for now.
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Georgia has a bad memory. She won’t remember any part of your conversation after you leave. Not even your name.
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Nothing is stored. Out of respect for your privacy, your chat history is not saved or stored anywhere. Ever.
When You're Ready for Human Expertise...
Personalized Guidance for Your Unique Journey
As your Personal CFO, I provide the holistic guidance and deep empathy that an AI cannot. When you're ready, we'll clarify your core values and build a comprehensive plan to manage your transition.
My role is to coordinate with trusted tax and legal professionals to address any hurdles, ensuring every piece of your financial life works in harmony. My commitment is radical fee transparency and prioritizing your long-term financial well-being.
Rolf Issler, BMgt, CLU
Your Path to Lasting Prosperity
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
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…"