Don’t Let Financial Chaos Limit Your Growth
Lacking a written financial plan often hinders growth and misses opportunities.
✓ Multiple accounts make tracking difficult.
✓ Increased risk of errors from complex solutions.
✓ Lack of alignment with your personal values.
✓ Confusion hampers your financial growth.
✓ Stress from managing finances alone.
✓ Lack of guidance leads to missed opportunities.
Your vision, expertly guided to reality.
Rolf Issler, BMgt, CLU
With tailored financial strategies and expert oversight, you're empowered to achieve lasting impact with your resources.
I understand the unique complexities purpose-driven leaders face when aligning finances with their values and vision, especially while managing the demands of business and life.
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.
“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…"
Gina - Kelowna, BC
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.
Integrated Planning That Powers Your Purpose & Prosperity
Feeling pulled in different directions with your finances, unsure if it all truly aligns with your purpose? It's a common challenge! Our integrated Personal CFO approach helps cut through the chaos. Here's how we put those research-backed strategies to work for you:
✓ See the Whole Picture (Holistic Integration): We look at how everything – investments, debt, insurance, taxes, legacy – fits together for you, ensuring a truly synergistic plan.
✓ Stay Disciplined (Strategy): We help you build and stick to a long-term plan that matches your goals, guiding you past those reactive, emotional decisions.
✓ Be Proactive (Management): We focus on smart moves like boosting tax efficiency and managing debt effectively to optimize your financial position.
✓ Ensure Alignment (Values): Most importantly? We make sure every financial decision genuinely reflects your unique vision and empowers your purpose.
Working together means you gain the clarity, confidence,
and the strategic partner you need to flourish.
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.
Widaad - Mississauga, On
"Rolf worked with me to create an easy to use and systematic plan that really helps me manage my money and set realistic financial goals for myself.”
Bring Order to Chaos with ProsperSecure
Financial security begins with document security. Get free access to your ProsperSecure portal now.