One Session. Real Work. Real Clarity.
The Sovereignty Audit
Most people who receive a large inheritance, business-sale payout, or windfall are told the same thing within days: "We should talk about investing that." The Sovereignty Audit is where that stops.
90 minutes. One flat fee. No products, no pressure.
Just a clear read on where you stand.
What Happens in the Session
01
Stabilization Map
A clear picture of where things stand, financially, relationally, and emotionally, so nothing important is being missed.
02
Immediate Risk Scan
Identifies time-sensitive decisions and pressures before they become irreversible.
03
30-Day Action Framework
A specific, sequenced list of what to do, and what not to do, in the next 30 days. Written. Yours to keep.
04
Stabilization Period Guidelines
A personalized framework for pausing decisions and protecting capital while the Charter gets written.
Who This Is For
- Inheritance recipients navigating grief and family expectations
- Exit founders facing wire-day pressure
- Windfall recipients: lottery, options, settlements, crypto
- Anyone within 18 months of a sudden wealth event
In the Session
- Map the new balance sheet and where capital currently sits
- Identify structural risks: family law, tax, product lock-ins, Advisor Capture
- Establish Stabilization Period boundaries
- Clarify what the wealth is for, before any investment discussion
How Booking Works
Pre-Work
Ask Georgia
A 10 to 15 minute guided intake with Georgia, our AI specialist, before the session.
Live Session
90 Minutes with Rolf
By video or in person. No products, no forms, no investment decisions required.
Follow-Up
Within 3 Business Days
Your finalized documents and written summary, delivered and yours to keep.
Pricing
Personal Sovereignty Audit
$750 CAD
Inheritances, personal windfalls, executive packages
Book the Personal Audit →
Corporate Sovereignty Audit
$1,500 CAD
Business exits, holding companies, complex structures
Book the Corporate Audit →
The fee is credited toward a full Sovereignty Operating System engagement if booked within 30 days of the Audit. ProsperWise is fee-only: no undisclosed commissions, no sales pitches disguised as "free" consultations. Our compensation is never tied to how quickly you deploy capital, or how much.