An Evidence-Based Plan for
Your Journey
Our process is grounded in financial psychology, designed to counteract the predictable cognitive biases of sudden wealth and guide you toward a life of purpose.
Preserve & Discover
First, We Create Breathing Room.
We implement a "decision-free zone" to secure your wealth and give you space to think.
We then guide you through a comprehensive discovery process to uncover your core values and identify your unique Financial Archetype.
This foundation of self-awareness is critical for building a successful plan
Align & Envision
We Connect Your Money
to Your Life.
This is where the transformation happens. Using the core values and insights we uncovered, we work together to co-create an inspiring, concrete vision for your future.
We move beyond abstract goals and build a detailed, written life plan that your wealth will serve.
Implement & Steward
We Execute the Plan and Walk Beside You.
With a clear vision in place, we build and execute a purposeful financial strategy—grounded in behavioral science—to make it a reality.
We coordinate with your tax and legal professionals and provide ongoing stewardship to help you navigate life's changes and stay true to your vision.
Your Engagement Pathways
Option 1: ProsperWise Discovery Sessions (Modular Entry)
These individual sessions are designed as a low-barrier "test drive" for those who want to experience our approach before committing to the full program. Each session provides tangible value and clarity.
Fee: $250 per session
-
Commitment: You can choose to disengage after any session with no further obligation. Fees for these sessions are not credited towards the "Sudden Wealth Compass" program.
Available Sessions:
-
Session 1: Clarity & Preservation This session focuses on understanding your immediate financial windfall and taking initial steps to secure and preserve your capital.
-
Session 2: Values Discovery A deep dive into your personal values, purpose, and initial aspirations for your sudden wealth.
-
Session 3: Financial Discovery A comprehensive overview of your current financial landscape, including assets, liabilities, and income streams.
Option 2: Direct Engagement with the Sudden Wealth Compass
This is our comprehensive, structured onboarding program designed to navigate every aspect of your sudden wealth transition.
Fee: $3,999 (One-Time Fixed Fee)
-
Purpose: This fee covers the entire initial program phase of the "Sudden Wealth Compass".
Deliverables for the Full Program Include:
-
All modules from the Discovery Sessions (Preservation, Values, Financial Discovery).
-
Your Financial Archetype Assessment & Debrief
-
In-depth financial planning and strategy development.
-
Comprehensive, proprietary educational modules tailored to your situation.
-
A robust capital preservation strategy.
-
Foundational tax and estate planning guidance.
-
The commencement of your personalized financial roadmap development.
Our Long-Term Partnership
(Ongoing Advisory)
Following the completion of the initial "Sudden Wealth Compass" program, our relationship transitions to an ongoing partnership focused on long-term stewardship and growth.
Services Covered by the Ongoing Advisory Fee:
-
Proactive investment management
-
Continuous portfolio monitoring and regular reviews
-
Access to your client portal
-
Ongoing, personalized financial advice
Our Tiered Advisory Fee Schedule: Our ongoing fee starts at 1% and reduces based on the assets under management (AUM), ensuring our partnership remains aligned with your growth.
-
< $300,000 = 1%
-
$300,000 - $499,999 = 0.9%
-
$500,000 - $999,999 = 0.8%
-
$1,000,000 - $1,999,999 = 0.65%
-
> $2,000,000 = 0.5%
Commissions on Financial Products
Commissions are inherent to some financial products. We may earn commissions from the sale of specific financial products, including insurance policies, which are provided by the product provider rather than you directly. We will inform you in writing whenever we receive commissions. We exclusively recommend products that we consider appropriate for your needs and consistent with your financial objectives.
Don't Navigate This Alone.
Without a clear plan, you'll continue facing critical financial decisions while feeling adrift and uncertain. The real cost isn't just financial—it's the continued stress and the missed opportunity to live a life of purpose. The Sudden Wealth Compass is your definitive guide out of the uncertainty.