Our Process

Personalized Planning

At Prairie Heritage Financial, we follow a simple process to help you cultivate, sustain, and preserve your assets. We start by understanding the heart of your financial aspirations. Then, we collaborate with you to refine your goals, create tailored strategies, and implement them on your behalf. We have deep relationships with our clients, maintaining a supportive presence and steadfast dedication to their financial well-being in all of life’s seasons.

Discovery & Understanding

The core of our approach is simple. We listen to you. In our initial conversations, we take the time to understand you, diving into your past experiences, values, and expectations. It’s important that we truly understand your financial landscape and aspirations, working to ensure that no detail is overlooked.

Goal Setting & Refinement

We understand that financial goals can evolve. That’s why we collaboratively explore and set realistic, attainable goals, refining them as necessary to synchronize with your overall aspirations and financial conditions. Our commitment to listening helps ensure that your goals remain aligned with your evolving needs.

Customized Strategy Development

Once we have a deep understanding of your goals, we draw upon our experience to create a bespoke financial strategy tailored to align with your objectives. We believe in the power of personalized solutions that cater to your unique financial journey.

Strategy Development & Presentation

Our dedication to listening and caring extends to the presentation of your strategy. We take the time to explain the proposed plan, because we want to make sure that you are not only comfortable with it but also thoroughly understand every component. Your consent for implementation is a pivotal moment guided by your complete confidence.


The journey doesn’t end with strategy development; it continues with diligent implementation. We consider every facet of your strategy carefully and for those accounts we manage on an advisory basis, we maintain regular oversight to help ensure continued alignment with your goals. Our commitment to listening remains unwavering, allowing us to adapt as your needs evolve.

Together, we can cultivate the fields of your financial landscape.

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