Personal Financial Management Services

Personal Financial Management Education, Coaching and Counseling Services

Zeiders fields and manages the largest network of financial counselors serving the military community. Our Personal Finance Counselors (PFCs) assist individuals and families with managing finances, resolving financial problems and reaching long-term goals. We integrate our services with the military lifecycle – supporting pre-deployment financial preparation activities, military to civilian transition and reintegration financial services available to military and family members.

Our PFCs are credentialed Accredited Financial Counselors through the Association of Financial Counseling and Education, Certified Financial Planners by the Certified Financial Planner Board of Standards, and Chartered Financial Consultants through the American College.

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Zeiders’ Personal Financial Management Education Services

Zeiders has developed and delivered military-specific curricula on financial topics and maintains a focused effort on delivering quality personal finance programs including:

  • Banking and Financial ServicesNetworkof500
  • Car-Buying Strategies and Major Purchase Planning
  • Consumer Awareness
  • Credit Management
  • Developing A Spending Plan
  • Gambling Awareness
  • Financial Planning for Deployment
  • Home Buying and Ownership
  • Military Pay, Benefits and Entitlements
  • Relocation Planning
  • Risk Management- Home, Life, Auto
  • Saving and Investing, College, Retirement & Estate Planning
  • Survivor Benefits Plan
  • Taxes
  • Thrift Savings Plan
  • Youth Financial Education

Program Excellence

Zeiders is proud of the recognition the Navy’s Personal Financial Management Program received from the Association for Financial Counseling, Planning and Education as the educational program of the year.

 

Personal Financial Management Coaching and Counseling Services

Zeiders personal financial coaching and counseling services utilize a solution focused short-term counseling model to identify and resolve issues that support behavioral change and increased operational readiness and resilience. Individual and couple services are delivered worldwide using face-to face, virtual and call center capabilities.

We integrate with the complete spectrum of services available to military and family members. Referrals to support organizations are provided throughout the course of financial counseling to agencies including: Army Emergency Services, Military Saves, Navy Marine Corps Relief Society, WIC, Armed Services YMCA, Operation HomeFront and the Better Business Bureau.

Personal Finance Counselor Provider Network

Zeiders maintains a provider network of over 500 accredited Personal Financial Counselors (PFCs) capable of deploying to CONUS and OCONUS locations to meet on-demand, surge and rotational requirements. Assignments include deploying onboard Navy ships at sea, demobilization sites and remote locations.

Our PFCs provide individualized financial counseling and education services that include assistance with budget development, financial goal setting, debt management and extended absence financial plans.

A Case for Zeiders

Recognizing the continual development of techniques and emerging resources for support, Zeiders implements a high-tech, high-touch approach providing ongoing training and development opportunities to counselors through our internal virtual platform. We provide over 60 courses on financial coaching and counseling services and offer communities of practice for peer-to-peer learning.