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The ProsperWise Transition Plan – Simplify Your Future

Perfect for:

  • Entrepreneurs and professionals preparing for retirement

  • Individuals planning a career change or business exit

  • Couples starting a family or buying a home

One-time fee: $4000 CAD

You've Built a Thriving Business. Now What?


As an established entrepreneur, you've achieved remarkable success. But with success comes complexity. You're juggling multiple financial goals, managing a growing business, and thinking about what comes next. Whether it's planning for retirement, transitioning your business, or creating a lasting legacy, ProsperWise Advisors is here to guide you.


The Transition Plan is your strategic compass.


We'll help you navigate this exciting new chapter with confidence, ensuring your financial future is as successful as your entrepreneurial journey.

What We'll Do Together

Retirement Roadmap:  We'll craft a comprehensive retirement plan that aligns with your desired lifestyle, ensuring you can enjoy your golden years without financial worries.


Seamless Succession: We'll develop a detailed succession plan to protect your business legacy and ensure a smooth transition of ownership when the time is right.


Strategic Tax Planning:  We'll optimize your tax strategy to minimize your burden and maximize your wealth, both personally and for your business.


Investment Diversification: We'll analyze your investment portfolio and recommend strategies to diversify your assets and mitigate risk, ensuring your wealth continues to grow.


Estate Planning:  We'll work with you to create an estate plan that protects your assets and ensures your wishes are carried out for your loved ones.

The ProsperWise Advantage


Deep Expertise:  Our advisors have extensive experience working with successful entrepreneurs and understand the unique financial complexities you face.


Personalized Solutions:  We don't offer one-size-fits-all plans. We'll tailor our advice to your specific goals, values, and circumstances.


Proactive Approach: We'll anticipate potential challenges and opportunities, keeping your plan flexible and adaptable to your evolving needs.


Collaborative Partnership: We'll work as your trusted advisor, providing ongoing support, education, and guidance to empower you to make informed financial decisions.

How it Works

1

In-Depth Discovery


We'll start with a deep dive into your financial situation, understanding your business, investments, and aspirations.

2

Strategic Financial Plan


We'll create a comprehensive financial plan that outlines clear steps to achieve your goals, including retirement planning, succession planning, tax optimization, and investment strategies.

3

Implementation and Monitoring


We'll guide you through implementing your plan and provide ongoing monitoring and adjustments to keep you on track.

4

Regular Reviews and Guidance


We'll schedule regular meetings to review your progress, discuss new opportunities, and address any concerns.

What are the fees?

One-time fee: $4000 CAD

Semi-Annual review: $375 (reduced based on investments under management)

Ready to secure your financial future and focus on what matters most?

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