Personal Financial Management

Human Solutions. Financial Freedom.

 Understanding of the personal financial readiness challenges faced by individuals and families, and the impacts on their health, family relations, and productivity, is critical to addressing financial well-being.

Our military-focused Personal Financial Counselor (PFC) network, serving in all U.S. states and territories and multiple foreign countries, enhances the quality of life for military members and their families and the Total Readiness of military commands.

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Support delivered worldwide

Zeiders has supported Department of Defense personal financial readiness programs for over three decades as a trusted contractor partner. We recognize the unique financial challenges and stressors typical to the military lifestyle and tailor our effective financial counseling and education services to clients with sensitivity, compassion, and respect for Service members and their families.

We deliver tailored support worldwide with a highly qualified, responsive, and credentialed staff of Personal Financial Counselors.

Among the long list of credentials and designations our professionals hold, all PFCs are credentialed as either an AFC®, ChFC®, or CFP®. Many of our PFCs are military affiliated and bring their vast life experiences to bear in helping clients see the big picture of their financial situation.

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What We Do

Our Personal Financial Counselors assist individuals and families with managing finances, resolving financial problems, and reaching long-term goals.

We bring expertise with face-to-face counseling, individual and group coaching, and classroom style presentations. Phone-based counseling and secure video teleconferencing are offered as an adjunct to face-to-face counseling.

Zeiders’ professionally trained PFC network provides fast-response services dealing with crisis and natural disasters. Services are scalable for maximum effectiveness and offered by staff with an understanding and sensitivity to the impacted communities.

Curriculum design, communications, and social media messaging bring relevant industry thought leadership to our customers.

Our Network

Supporting the need for education and one-on-one counseling at locations worldwide is a logistical challenge Zeiders solved by building a professional network that is unique in the industry and continues to grow.

Our network of credentialed professionals are able to meet full-time staffing requirements and provide service delivery for short-term, temporary, or long-term assignments.

Program management experience skills honed over decades of strategic support to the Department of Defense ensure effective implementation of objectives with a critical eye on mission success.

Military Focused Services

With solutions centered on the four Department of Defense (DoD) Financial Readiness Pillars: Manage Money, Save and Invest, Consumer Protection, and Future Planning, trained PFCs have direct knowledge of DoD, other Federal Government, and local resources available to Service members and their families to address their specific needs.

Our services are integrated with the military lifecycle – supporting education and counseling for major career and life events, pre-deployment financial preparation activities, military to civilian transition and reintegration financial services available to military and family members.

We are unmatched in our ability to develop and implement financial counseling services that support financial readiness and address individual challenges.

Zeiders Offers:

Worldwide network footprint.

A flexible and responsive PFC Network with ability to meet customer requirements of various durations.

Military-focused, industry leading PFC training and orientation.

Over 35 years of experience maintaining a worldwide credentialed personal financial professional network.

Proven operations, workforce management, quality assurance planning and reporting.

The Department of Defense Office of Financial Readiness turned to Zeiders to provide education and counseling expertise, military cultural competency, and a responsive and agile network of certified providers to support roll-out of the Military Blended Retirement System. The Zeiders approach to quality performance earned exceptional CPARS on services provided and consistent end-user client ratings above 4.5 on a 5-point scale from over 1,500 clients per month.

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Let’s Talk

Zeiders has been developing and implementing financial counseling services that support financial readiness for more than three decades. Let’s talk about how we can help you.