Your Challenges. Our Expertise.
Need strategic financial planning?
Expert financial planning and strategic business planning tailored to your growth stage.
Legal headaches keeping you up at night?
Access to our trusted network of Kelowna business lawyers.
Drowning in paperwork?
The ProsperWise Shoebox – secure digital document management.
Fuel Your Growth with Expert Guidance
1
Strategic Financial Planning
Roadmap to success? Check. Funding strategy? Check. Data-driven insights? Triple check.
2
Strategic Planning & Goal Setting
Define your vision, set ambitious goals, and create a roadmap for achieving them using the PACT and OKR frameworks. (Included in Growth & Premium Plans)
3
ProsperWise Shoebox
Say goodbye to shoeboxes full of receipts. Our secure digital platform keeps your documents organized.
4
Legal Eagles
Need a lawyer who gets startups? We'll connect you.
5
Accounting Connections
Need help with the books? We'll connect you with trusted accounting pros.
6
Executive Mentorship
Gain personalized guidance and develop high-performance habits with one-on-one mentorship. (Premium Plan)
Don't just take our word for it.
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.
Jill - Kelowna, BC
“My experience with Rolf has been top notch. If you're looking to define your company goals and get some absolute clarity on how to execute, then he will get you there."
Rolf Issler, BMgt, CLU - Your Personal CFO
Rolf isn't just a financial expert; he's a startup champion with a BMgt from UBC and a CLU designation. He's passionate about helping Kelowna tech founders like you achieve liftoff.
Ready to Unleash Your Startup's Potential?