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 we stop. We create a structured pause, then audit your entire financial system before a single investment decision is made.
90 minutes. One flat fee.
No products, no pressure. Just a clear read on where you stand.
WHAT HAPPENS IN YOUR SESSION
A governed first move,
not a sales meeting
The Sovereignty Audit is a 90‑minute working session for people who have just received, or are about to receive, life‑changing money. We map the risks in the first 90 days, identify where The Noise is coming from, and define the boundaries of a Stabilization Period so you can breathe before anyone talks about products.
You leave with a written Stabilization Map: a one‑page summary of your current position, immediate risks, and next moves tied directly to the Sovereignty Operating System™
01
Stabilization Map
A clear picture of where things stand — financially, relationally, and emotionally — so nothing important is being missed.
02
Immediate Risk Scan
The decisions, pressures, and deadlines that are most time-sensitive — identified and prioritised 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 Stabilization Period framework — what decisions to pause, what to protect, and how to hold the space while the bigger picture comes into focus.
The Sovereignty Audit is built for:
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Inheritance recipients navigating grief and family expectations at the same time.
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Exit founders facing wire‑day pressure from banks, brokers, and well‑meaning friends.
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Windfall recipients (lottery, options, settlements, crypto) suddenly holding more capital than their system was built to handle.
If you are still inside the first 18 months after receiving sudden wealth — you are in the danger window. The Audit is designed specifically for that period.
During your Sovereignty Audit, we:
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Map your new balance sheet: what arrived, where it’s sitting now, and who has a claim on it.
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Identify immediate structural risks — family‑law exposure, tax traps, product lock‑ins, and advisor capture.
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Establish a Stabilization Period so no one can rush you into irreversible decisions.
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Clarify what you want this wealth to actually do for your life, before we talk about how to invest it.
This is not a portfolio review. It is a governance and psychology‑aware risk sweep for a sudden wealth event.
How the Sovereignty Audit Works
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Pre‑work with Georgia (10–15 minutes).
You complete a guided intake with Georgia, our AI specialist, so we understand your situation, relationships, and immediate worries before we meet.
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Live session with Rolf (90 minutes).
We review your Stabilization Map together, refine the Stabilization Period boundaries, and walk through your Sovereignty Scorecard. There are no products, no forms to sign, and no on‑the‑spot investment decisions.
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Post‑session follow‑up (within 3 business days).
You receive your finalized documents and a written summary capturing the key decisions and options we discussed.
Pricing and Fiduciary Standard
The Sovereignty Audit is a one‑time, flat‑fee engagement. Your fee depends on whether we are auditing a personal sudden wealth event or a corporate structure.
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Personal Sovereignty Audit – $750 CAD
For inheritances, personal windfalls, executive retirement packages, and other personal sudden wealth events. -
Corporate Sovereignty Audit – $1,500 CAD
For business exits, holding companies, and complex corporate structures where governance, tax purification, and shareholder dynamics need to be mapped.
If you move into the full Sovereignty Operating System™ engagement within 30 days of your Audit, your fee is credited toward the Charter engagement.
Rolf is fee‑only. He does not accept undisclosed commissions, and his compensation is not tied to how quickly your capital is deployed or how much of it is invested.
Personal Sovereignty Audit
750
Valid until canceled
Secure payment · 90-minute session · (video or in person)
Corporate Sovereignty Audit
1,500
Valid until canceled
Secure payment · 90-minute session · (video or in person)
Book Your Sovereignty Audit
Payment is collected at booking.
You'll be redirected to Google Appointments to confirm your time with Rolf.