Don't let sudden wealth
rob your peace of mind
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Selling your business is more than a transaction – it’s complex and marks a major life transition.
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Feeling overwhelmed by managing the sale proceeds, complex tax implications (like capital gains), or preservation strategies?
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Uncertain about your 'next chapter' or how to align this wealth with a fulfilling future and your core values?
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Finding that advice for managing wealth differs greatly from running your business, or frustrated by generic investment pitches?
The reward for your years of hard work should bring security, not stress.
Don't risk missteps with taxes or investments, or fail to structure your wealth purposefully for the future.
Expert Guidance to Navigate Sudden Wealth
Navigating the transition after selling your business overwhelming and uncertain. You're facing complex decisions during a major life transition and require specialized support.
Your Personal CFO in Kelowna will provide structured guidance based on empathy and deep expertise in sudden wealth complexities like tax, estate, and preservation strategies.
We prioritize your values and financial well-being with radical transparency and clear communication, building trust to help you prosper, grow, and flourish.
Your First 30 Days with ProsperWise
Building Your Foundation to Flourish
Day 1
Introductions
✓ Initial Connection Call
✓ Define Vision, Values & Goals
✓ Review Financial Situation
✓ Confirm Engagement Path
Day 7 -28
Strategy Development
✓ Secure Data Gathering
✓ Comprehensive Analysis
✓ Strategy Formulation
✓ Develop Aligned Recommendations
✓ Review & Finalize Plan
Day 30+
Implementation
✓ Begin Implementation Steps
✓ Gain Clarity & Confidence
✓ Ongoing Monitoring & Reviews
✓ Long-Term Partnership
✓ Prosper. Grow. Flourish.
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.
Experience & Trust
You Can Rely On
Rolf Issler, BMgt, CLU
I understand the unique complexities you face when navigating Sudden Wealth.
Hi, I'm Rolf Issler, Founder of ProsperWise – your partner in achieving financial clarity and confidence:
✓ Proven Experience: 20+ years helping clients streamline finances and achieve values alignment.
✓ Advanced Credentials: Chartered Life Underwriter (CLU) & Bachelor of Management (Honours, UBCO).
✓ Local Recognition: Acknowledged by KelownaNow (Top 10 Best Financial Advisor).
✓ Exceptional Trust: I'm proud that 98%+ of our clients are still with us after five years – a testament to the strong, lasting partnerships I build.
✓ Your Personal CFO: Acting as your dedicated Personal CFO, I provide integrated, holistic guidance across your entire financial picture, simplifying complexity and ensuring all pieces work together effectively.
From Business Success to Personal Fulfillment
Imagine leveraging the success of your business sale to confidently step into a fulfilling next chapter, free from financial uncertainty.
Partnering with ProsperWise Advisors helps you achieve:
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Confidence & Security: Feel confident that the wealth you worked hard to build is secure, strategically managed, and working effectively for your future goals.
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Clarity & Purpose: Gain profound clarity not only on your financial picture but also on defining your purpose and exploring opportunities in this new phase of life.
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Values-Aligned Decisions: Align your financial resources with your personal values, whether that means pursuing new ventures, philanthropic goals, or enjoying newfound freedom.
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Empowerment & Control: Feel informed and empowered, confidently overseeing your wealth rather than feeling overwhelmed by complex investment or tax decisions.
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True Financial Well-being: Achieve genuine financial well-being, where the success of your business translates into lasting personal fulfillment and security.
Your successful transition from business owner to confidently managing your wealth is achievable with specialized guidance designed for entrepreneurs like you.
Ready to Navigate Sudden Wealth with Confidence?
Don't let complexity or uncertainty hold you back any longer. Take control of your financial future with specialized, empathetic guidance. Schedule your confidential consultation today to discover how the Sudden Wealth Compass can bring you clarity and peace of mind.
Prepare for Your Business Exit:
Get Your Free Pre-Planning Guide
Plan Ahead With Confidence
Feeling overwhelmed or anticipating a major financial event like a business exit?
Our free guide provides essential questions, and initial steps to help you prepare effectively and reduce stress. Take control by planning proactively.