SUDDEN WEALTH SPECIALIST | KELOWNA, BC
You just received life changing money.
Before you do anything, take a breath.
The Noise is coming. We silence it.
Sudden Wealth brings a noise that most are unprepared for. We design your Sovereignty Operating System™, and silence it.
MEET GEORGIA
Find your first move.
Silence the noise.
Which wealth event are you navigating?
Every major transition has its own tax, legal, and psychological gravity. Identify your situation below to explore the Academy guide or view the integrated service.
BUSINESS EXIT
The Liquidity Event
You’ve spent decades building. The deal is closed. Now the operating company is gone, and the capital needs a new set of rules.
EXECUTIVE RETIREMENT
The Transition Cliff
You’re exiting the C-Suite. The title is gone, the RSUs are vesting, and you’re making irreversible pension decisions under pressure.
INHERITANCE
Navigating the Inheritance
The estate has settled. The money has arrived—bringing with it complexity, family dynamics, and a responsibility you didn't ask for.
GROWTH - STAGE FOUNDER
Growth Management
The business is scaling faster than your personal structure. We build the governance framework parallel to the growth.
DIVORCE
The Settlement Gap
Divorce proceeds have landed. The legal battle is over, but the financial architecture for your new life hasn't been built yet.
WINDFALL - ALL EVENTS
Sudden Wealth Syndrome
A windfall from a lottery, or crypto gain. Life-changing money that arrived without a roadmap or a nervous system reset.
The Sovereignty Operating System™
Three steps. No rushing.
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, the 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.
Rolf Issler
SUDDEN WEALTH SPECIALIST - CLU, BMGT
I have spent my career at the intersection of wealth transitions and human psychology. I've sat with inheritors who couldn't sleep, founders who lost their identity after their exit, and widows navigating estates alone while grieving. I built ProsperWise because every one of them deserved a calm, structured guide who had no agenda except their peace of mind.
I work on a fee-only basis for the Strategy phase. No products. No commissions. No conflicts.
DESIGNATION
CLU, BMgt
HOUSEHOLDS SERVED
40+
STRATEGY FEE
$3999.00 flat
MODEL
Fee-only, fiduciary
"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."
— Kelowna family, transition planning clients