"I want my practice to be more flexible for my clients so that they can personalize the level of involvement they want in their own financial situations. Even with access to all of the financial information on the Internet and elsewhere, people are often unsure of what their own individual financial status is, and whether or not they are on-track towards reaching their goals."

"Sometimes all one person needs is a financial planning professional to look everything over and give them a clear picture of what they really have and where they are on their financial path. It is important to know whether or not they are on-track as they seek to achieve their financial goals and objectives. Other people may need and want much more guidance in determining what their goals are, where they currently stand, and what needs to be put into place to help them reach their goals. In addition, they may need or want assistance in implementing their plan and help in monitoring its progress.  I offer my clients the opportunity to work with a financial 'coach' who not only knows them personally, but understands their individual situation and financial concerns."

Personal Financial Solutions, Inc. is a financial planning and Registered Investment Advisory firm located in Stillwater, Oklahoma. Financial planning and investment advising services are offered on a one-time only, a periodic, as-needed, or a continual, on-going basis.

Louise has a BS from Iowa State University, an MS from Oklahoma State University, and an MBA from OSU. She served on the OSU faculty for 10 years, teaching retailing.

She has been involved in the financial planning profession since 1994. Louise completed the CERTIFIED FINANCIAL PLANNER™ coursework through the College for Financial Planning and passed the two-day CFP™ exam in 1999. She received her CFP™ certification from the CFP Board of Standards in September 1999. She also completed the CHARTERED RETIREMENT PLANS SPECIALIST coursework through the College for Financial Planning and received her CRPS® certification in November 2003. 

A member of the Financial Planning Association, Louise completed the FPA Residency Program in June 2001. This program involves intensive case study analysis of client situations. She currently serves on the advisory/editing panel for FPA newsletter publications and as the Government Relations chair for the Central Oklahoma FPA chapter.

Prior to establishing her own firm in 2001, Louise was associated with another financial planning firm in Stillwater for 3 ½ years. Before that, she was Assistant Director of Planned Giving at the Oklahoma State University Foundation for 4 years.

Louise is a member of the Board of Trustees for White Woods Continuing Care Retirement Community in Stillwater, which is currently under development.  She also serves on the Board of Directors for the Garr

Louise is a member of The Garrett Planning Network (GPN), a nationwide network of just under 300 financial planners founded by nationally-recognized CFP™ professional Sheryl Garrett. "I value very highly the support, resources, and networking opportunities that are available through GPN. I especially appreciate the ability to exchange information and knowledge with the many other professionals in the network who have expertise in all aspects of personal financial planning and investing. I enjoy sharing my areas of specialization and expertise in return. GPN enables me to be an even better financial advisor to my clients."

Louise is a contributing author to both of the Garrett Planning Network books, “Just Give Me the Answer$, Expert Advisors Address Your Most Pressing Financial Questions” and “Investing in Uncertain Economic Times for Dummies”. The second book is due out in bookstores fall of 2008.

She also serves on the Board of Directors for the Garrett Financial Education Alliance, a non-profit organization that develops and presents financial education seminars for employers and their employees. They also provide one-on-one individual consultations to employees.

Louise is partners with two other GPN members in a business called Planned LTC. They provide planning materials, software, continuing education courses, and a resource website to financial advisers for doing long-term care planning. She serves on the Board of Trustees for the White Woods Continuing Care Retirement Community that is under development in Stillwater. She is a member of the Oklahoma Aging Advocacy Leadership Academy and participates in aging advocacy activities.