Many of our clients request assistance or recommendations on a wide variety of money topics.

  • Credit card and student loan debt
  • How to adjust tax withholding or make quarterly estimated payments
  • Planning for college or children with special needs
  • Objective second opinions
  • Budgeting and cash flow
  • Feeling more confident about money

We probably haven’t seen it all, but we have seen quite a bit. We’ve done the best we could to help when these questions were asked, but the time constraints of tax season usually meant we had to give a quick answer and maybe a link to some additional resources. Although it may have been helpful, it does not meet the high standards for  support and service our clients deserve. Fortunately, that is changing!

We are proud to announce PIM Tax Services has added two Accredited Financial Counselors to our team! As AFC® Professionals, Andria and Priscilla are certified to provide coaching, counseling, and education on a wide variety of money matters.* As military spouses, they have a deep understanding of military life, the challenges that life brings, and the benefits available to help meet those challenges. They have years of coaching, counseling, and educating experience both on military installations and in the private sector. We are truly thrilled to have them on the PIM Team this year!

Financial coach meeting a client virtually

How Coaching Works

The fee for financial coaching services is $100 per hour. (Most issues can be resolved in 1-2 hours, some take longer.) Our coaches work virtually, so you can meet with them from the comfort of your home. We will bill you in advance for the first hour. If you and your coach determine more time is needed to work on your issue, then we will bill you for the additional time after each session. That’s all there is to it. Book your coaching session today!

*Our coaches are not registered as adviser representatives and therefore cannot legally provide investment advice. If you want or need investment advice, we have lots of friends and colleagues at the Military Financial Advisors Association who would be delighted to help you.