Don't let sudden wealth
rob your peace of mind
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Inheritance is more than just numbers – it's complex and often intertwined with grief.
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Feeling overwhelmed by immediate decisions regarding estate details, taxes, or preserving assets?
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Uncertain how to best honor your loved one's legacy while aligning this new wealth with your own future and values?
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Navigating complex family dynamics or frustrated by generic financial advice?
This inheritance should be a foundation for the future, not a source of stress.
Don't risk missteps, family friction, or failing to steward these resources well.
Expert Guidance to Navigate Sudden Wealth
Navigating an inheritance can be overwhelming and uncertain. You're facing complex decisions during a major life transition and require specialized support.
Your Personal CFO in Kelowna will provide structured guidance based on empathy and deep expertise in sudden wealth complexities like tax, estate, and preservation strategies.
We prioritize your values and financial well-being with radical transparency and clear communication, building trust to help you prosper, grow, and flourish.
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.
Radical Transparency:
Our Commitment to Clear Fees
We believe financial advice should be clear, understandable, and free from hidden costs.
Unlike the often opaque and complex fee structures prevalent in the financial industry, ProsperWise Advisors is committed to radical transparency. You deserve to know exactly what you are paying for and the value you receive.
Experience & Trust
You Can Rely On
Rolf Issler, BMgt, CLU
I understand the unique complexities you face when navigating Sudden Wealth.
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.
Honouring the Past, Building Your Future with Confidence
Imagine moving beyond the complexities and emotional weight of inheritance to a future shaped with intention and confidence.
By partnering with ProsperWise Advisors, you can achieve:
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Confidence & Security: Feel confident that the inherited assets are protected and strategically managed, securing your future while respecting the past.
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Clarity & Purpose: Gain profound clarity on how this inheritance empowers your life goals and allows you to build a meaningful legacy, honoring your loved one's intentions.
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Values-Aligned Decisions: Experience the peace of mind that comes from a financial strategy deeply aligned with your personal values and your role as a responsible steward.
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Empowerment & Control: Feel informed and empowered to navigate family discussions and make financial decisions thoughtfully, free from the anxiety of uncertainty.
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True Financial Well-being: Achieve genuine financial well-being, integrating this inheritance purposefully into a rich and meaningful life.
A future where this inheritance acts as a positive foundation is possible with sensitive, specialized guidance.
Ready to Navigate Your Inheritence with Confidence?
Don't let complexity or uncertainty hold you back any longer. Take control of your financial future with specialized, empathetic guidance. Schedule your confidential consultation today to discover how the Sudden Wealth Compass can bring you clarity and peace of mind.
Prepare for Your Inheritance:
Get Your Free Pre-Planning Guide
Plan Ahead With Confidence
Feeling overwhelmed or anticipating a major financial event like an inheritance?
Our free guide provides essential questions, and initial steps to help you prepare effectively and reduce stress. Take control by planning proactively.