Book Your Alignment Call
This isn't a sales pitch.
It's an alignment check.
The financial industry is noisy. Most "free consultations" are disguised attempts to sell you products you may not need.
We operate differently. We believe in Radical Honesty. Before we ever discuss your money, we must first verify that we are the right guides for you.
My promise for these 15 minutes:
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No Selling: I will not pitch you an investment, an insurance policy, or a generic plan.
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No Complexity: We will keep the conversation simple and focused on your immediate reality.
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No Obligation: If we aren't a fit, I will tell you the truth and point you in the right direction.
"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."
-- ProsperWise Clients
The Goal: Construction or Protection?
My only job on this call is to identify your current reality so we can prevent a service mismatch. We specifically serve two distinct profiles:
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Are you in "The Pre-Exit"? (You are a business owner within 24-36 months of a liquidity event. You need to build the Fortress before the liquidity hits to protect the harvest.)
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Are you in "The Transition"? (You have already experienced a sudden capital event—inheritance, business sale, or divorce. You feel the Fog and need an immediate Quiet Period.)
The Outcome
By the end of this call, we will have a definitive "Green Light" or "Red Light".
If we are aligned, the next step is the Stabilization Session—a clinical, paid diagnosis ($249) where we map your Quiet Period. But we do not open that door until we have cleared this first step. Select a time to stop the chaos and start the conversation.
Frequently Asked Questions
Is this call really free?
Yes. This 15-minute alignment check is complimentary. However, please note that our formal diagnostic work (The Stabilization Session) involves a flat fee of $249. We charge for our advice so we don't have to sell you products to get paid.
Will you review my portfolio on this call?
No. We cannot provide specific financial advice or review legal documents during this brief check-in. This call is strictly to determine if your situation requires our specific type of "Sanctuary" planning.
Who is this for?
This call is strictly for individuals in Kelowna and across British Columbia who are navigating a high-stakes financial pivot. Specifically:
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Sudden Wealth Recipients: Those managing a windfall from inheritance, legal settlements, or divorce.
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Pre-Exit Business Owners: Founders preparing for a life-changing sale who need a Personal CFO to maximize the outcome, not just manage the cash.
(Note: If you are looking for standard retirement planning or stock picking, we are likely not the right fit.)