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.