An Inheritance Can Create a Maze of Emotions and Confusion
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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?
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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 effectively.
Compassionate Guidance to Navigate Your Inheritance
Navigating an inheritance can feel overwhelming and uncertain, especially when intertwined with grief and family history. You're facing complex decisions during a significant life transition, and you deserve support that truly understands your unique situation.
That's why ProsperWise Advisors is different:
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Empathy & Specialization: We created the Sudden Wealth Compass, because we know generic advice isn't enough. It provides the structured support you need right now.
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Authority & Alignment: Our authority comes from deep expertise in inheritance-specific strategies, including estate, tax, and wealth transfer planning, and our unwavering focus on your values and financial well-being. This ensures your plan truly reflects what matters most.
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Trust & Transparency: Building trust is paramount. We achieve this through radical fee transparency and clear communication, so you can move forward with confidence.
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Innovative & Immediate Support: For your initial, pressing questions, we offer Georgia, our secure AI assistant. She provides private, 24/7 answers based on our specialized knowledge, giving you a safe place to start.
Based in Kelowna, BC and serving clients across Canada, ProsperWise Advisors is the experienced, empathetic partner you need to turn your inheritance into lasting security and purpose.
Your First Year with ProsperWise
Laying the Foundation For Growth
Phase 1
Orientation & Stabilization
✓ Initial Connection Call
✓ Confirm Engagement Path
✓ Review Financial Situation
✓ Immediate Needs Assessment
✓ Initial Capital Preservation Plan
Phase 2
Education & Visioning
✓ Deep Values Discovery
✓ Goal Setting & Visioning
✓ Compile Financial Data
✓ Preliminary Analysis
✓ Introduce Educational Resources
Specialized Planning & Implementation
✓ Investment Planning Strategy
✓ Tax Planning Strategy
✓ Estate & Legacy Planning
✓ Risk Management Strategy
✓ Philanthropic Planning
Phase 3
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.
✓ Modern Tools for Your Peace of Mind: I leverage innovative tools like the Georgia AI assistant to provide instant answers, allowing us to dedicate our personal time to the deep strategic work that matters most.
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: Find profound peace of mind through a financial strategy deeply aligned with your personal values and your role as a responsible steward of this legacy.
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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.
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Instant Clarity: Get immediate, 24/7 answers to your foundational questions through Georgia, reducing uncertainty and empowering you from day one.
A future where this inheritance acts as a positive foundation is possible with sensitive, specialized guidance. Let's begin this journey together.
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.