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Honoring Their Memory, Building Your Future

Inheriting wealth means grieving a loss while facing a life-changing responsibility. We know the weight is more emotional than financial.

Our evidence-based process gives you space to grieve and the guidance to move forward with confidence.

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The Questions That
Keep You Up at Night

This combination of grief and financial pressure is a recognized phenomenon called Sudden Wealth Syndrome. It's why you're likely asking yourself...

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  • "Am I doing the right thing to honor their memory?"

  • "How do I handle these funds without making a terrible mistake?"

  • "Who can I trust to help me navigate family dynamics and complex emotions?

From Burdened Bearer to Confident Steward

Our goal is to help you transform the feeling of carrying a burden into the empowered identity of a wise steward. The Sudden Wealth Compass is a structured path grounded in financial psychology, designed to help you:

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  • Gain Self-Awareness: Understand your unique Financial Archetype and the cognitive biases that can derail inherited wealth.

  • Build Confidence: Eliminate the fear of the unknown with a step-by-step process and an expert by your side.

  • Find Peace of Mind: Know that you are making thoughtful, prudent decisions that will protect and grow this legacy for generations to come.

Let's Build a Plan to Honor Your Legacy.

The first step is to gain clarity on your own unique financial personality.

It's a simple, powerful way to begin your journey with confidence.

 

"When my mother passed away, I knew I wanted to love and honour her and her memory by making careful and wise decisions with the inheritance she left me.
 
Though it was a steep learning curve, and admittedly I am still learning, I am profoundly thankful that I can trust Rolf and that I have his expertise to guide me. I now have a very bright financial future for myself and my daughters."

Geneva - Kelowna, BC

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