What We'll Do Together
Retirement Roadmap
We'll craft a comprehensive retirement plan that aligns with your desired lifestyle, ensuring you can enjoy your golden years without financial worries.
Seamless Succession
We'll develop a detailed succession plan to protect your business legacy and ensure a smooth transition of ownership when the time is right.
Strategic Tax Planning
We'll optimize your tax strategy to minimize your burden and maximize your wealth, both personally and for your business.
Investment Diversification
We'll analyze your investment portfolio and recommend strategies to diversify your assets and mitigate risk, ensuring your wealth continues to grow.
Estate Planning
We'll work with you to create an estate plan that protects your assets and ensures your wishes are carried out for your loved ones.
The ProsperWise Advantage
Deep Expertise: Our advisors have extensive experience working with successful entrepreneurs and understand the unique financial complexities you face.
Personalized Solutions: We don't offer one-size-fits-all plans. We'll tailor our advice to your specific goals, values, and circumstances.
Proactive Approach: We'll anticipate potential challenges and opportunities, keeping your plan flexible and adaptable to your evolving needs.
Collaborative Partnership: We'll work as your trusted advisor, providing ongoing support, education, and guidance to empower you to make informed financial decisions.
How it Works
1
In-Depth Discovery
We'll start with a deep dive into your financial situation, understanding your business, investments, and aspirations
2
Strategic Financial Plan
We'll create a comprehensive financial plan that outlines clear steps to achieve your goals, including retirement planning, succession planning, tax optimization, and investment strategies.
3
Implementation & Monitoring
We'll guide you through implementing your plan and provide ongoing monitoring and adjustments to keep you on track.
4
Regular Reviews & Guidance
We'll schedule regular meetings to review your progress, discuss new opportunities, and address any concerns
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…"
