Our main focus when we work with people is to provide information that answers their specific questions so that they can make better financial decisions. Sometimes this involves helping people to figure out what their questions actually are based on what is important to them in their lives. Success in managing your personal finances depends on having the information YOU need to help you use your money to provide the life that you want. We charge an hourly fee for our services, which means we work for you.

Personal Financial Solutions is a financial planning and Registered Investment Advisory firm, registered with the Oklahoma Department of Securities. We offer financial planning and investment advising through a range of options from one-time only – to periodic, as needed – to continual, on-going advice. This gives our clients a great deal of flexibility in determining the level of financial planning and/or management they want to work on at a particular time. We also offer a number of financial education programs for employers, groups, and organizations.

We strive to help clients focus on their values and what is important to have in their lives. Based on what their needs and desires are, we help them to determine and/or refine their financial objectives, to develop a plan of action to achieve those goals, and then to assist them in monitoring their progress. We help clients build their house of financial security by guiding them in laying a sound foundation with basic financial planning, and then building upon that through planning and managing investments, taxes, insurance, retirement plans and income, a long-term care plan, and an estate plan. We work with our clients throughout the process in a joint effort, whether they seek our services for a specific need or a more encompassing need.

Making informed financial decisions can be enhanced through education, and financial education is an important part of our mission. The financial planning process is also an educational process so that our clients understand what is being recommended and why. In addition, we provide financial education seminars and/or workshops for employers (employee education), community organizations, nonprofit organizations, and groups of individuals. The sole purpose of these programs is providing information to the attendees with no promotion of services or products.