A Settlement Can Create a Maze of Confusion
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Receiving a settlement often follows difficult life events, making financial decisions complex and emotional.
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Feeling overwhelmed by ensuring these funds last to cover future needs (like medical care or income replacement) or understanding payout terms?
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Uncertain how to structure this settlement to provide long-term security and align with your most important future goals?
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Frustrated by generic financial advice that doesn't address the specific purpose or structure of your settlement?
This settlement is meant for your future security; don't let uncertainty create more stress. Risking mismanagement or failing to structure funds appropriately could jeopardize your long-term well-being.
Expert Guidance to Navigate the Maze
Navigating the complexities following an insurance settlement can feel overwhelming and uncertain.
You're facing complex decisions during a major 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 specifically 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 the complexities of sudden wealth (including relevant tax, estate, and preservation strategies) 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.
Based right here in Kelowna, ProsperWise Advisors is the experienced, empathetic partner you need to turn sudden wealth 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.
Your Settlement Secured: Lasting Peace of Mind
Imagine moving forward from the circumstances surrounding your settlement with the confidence that comes from true financial security.
By partnering with ProsperWise Advisors, you can achieve:
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Confidence & Security: Feel secure knowing your settlement funds are protected and strategically managed specifically to meet your defined long-term needs.
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Clarity & Stability: Gain clarity on how these funds provide stability for the future, allowing you to focus on healing, rebuilding, or confidently moving forward with your life.
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Values-Aligned Purpose: Ensure your financial plan reflects your values and priorities, providing peace of mind that the settlement is being used purposefully and effectively.
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Empowerment & Control: Feel empowered by a clear understanding of your financial situation, making informed decisions about your future without added financial stress.
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True Financial Well-being: Achieve lasting financial well-being, where your settlement provides a stable foundation, allowing you to look ahead with confidence.
Lasting security and peace of mind after receiving a settlement are achievable with expert, compassionate guidance.
Ready to Navigate Sudden Wealth 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 Settlement:
Get Your Free Pre-Planning Guide
Plan Ahead With Confidence
Feeling overwhelmed or anticipating a major financial event like a settlement?
Our free guide provides essential questions, and initial steps to help you prepare effectively and reduce stress. Take control by planning proactively.