Prairie Sky Financial Services Inc.

Prairie Sky Financial Services Inc. is pleased to be considered as part of your financial advisory team. We are committed to a high level of care and consideration for your financial affairs. At Prairie Sky Financial we will work with you through the various stages of your life and financial needs:

Stage 1 – You are in control

• First comes the reassurance that while we provide coaching and administrative management – you are still in charge. You call the shots.
• We want to know where you are financially. We want to understand your concerns, your needs, and your goals - where you want to “be”.
• We will move forward to build the right financial plan by collecting the relevant information from you, when you feel comfortable.

Stage 2 – Building your plan

• We will illustrate the progress you’ve made towards your goals so far, offering you options for additional steps that will help you reach them.
• We will prioritize an action plan that focuses on your priorities, using solutions that you have decided upon.
• We will outline next steps and discuss a schedule for review, based on your preferences.

Stage 3 – Keeping up with life’s changes

• Based on the schedule for review, we will meet periodically to revisit your goals and your progress.
• We can accommodate a schedule that works for you to stay in touch.

Through regular communication and meetings, we will endeavor to keep pace with the changes in your life.