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Financial Coaching and Mentorship

Discover how to achieve your financial goals

PIM Savvy Financial Coaches can help you create a budget/debt management plan, set savings goals, identify strategies to improve your credit score, and assist you with creating a resume, searching for jobs, preparing for an interview, applying for jobs online or starting a business.

Our Financial Coaches can provide guidance on cutting back on expenses and redirecting that money towards paying down debt while building an emergency fund to safeguard your financial future. Contact us or fill out this form to get started with FREE Financial Coaching and Job Searching Assistance.

This program is funded by a grant from the Community Reinvestment Project, a project of the WA Department of Commerce.

Savvy Finances​
Resources
PIM Savvy Academy
Vanessa Delgado
Marc Matsui
Looking to Reduce Debt and Save?
Learn More
Looking to File Tax Returns?
Learn More
Looking for Make Higher Wages?
Learn More
Looking to Start a Business?
Learn More
Free Workshops

Free Financial Coaching and Job Search Assistance

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Fill out the form below to start the appointment process. Afterward, a coach will get in touch with you to confirm some details and schedule an appointment.

Virtual coaching appointments are available on Thursdays during tax season.

Name*
What services are you looking to book with us?*
MAKE COACHING APPOINTMENT BY PHONE (ENGLISH)

For questions, call 206-565-2961, Option 4 or email at vita@pimsavvy.com.

SOLICITAR CITA DE COACHING POR TELÉFONO (EN ESPAÑOL)

Si tiene preguntas, llame a Vanessa Delgado, al 206-565-2961, opción 2 o envíe un correo electrónico a vita@pimsavvy.com.

Savvy Finances

PIM Savvy CAA and ITIN Services

February 7, 2025

PIM Savvy VITA now offers Certifying Acceptance Agent (CAA) services to individuals and families in Washington State! We partnered with the Internal Revenue Service (IRS) so we can assist alien individuals and other foreign persons obtain Individual Taxpayer Identification Numbers (ITIN).

Read More »

Saver’s Credit

February 7, 2025

You may be able to take a tax credit for making eligible contributions to your IRA or employer-sponsored retirement plan. Also, you may be eligible for a credit for contributions to your Achieving a Better Life Experience (ABLE) account, if you’re the designated beneficiary.

Read More »

Earned Income Tax Credit Awareness Day

January 24, 2025

The 19th annual EITC Awareness Day marks the kick-off of a nationwide multilingual communication effort intended to increase awareness of EITC eligibility, encourage participation, and emphasize the filing of accurate returns.

Read More »

IRS Direct File

January 19, 2025

The Internal Revenue Service (IRS) now offers Direct File if you lived and worked in a participating state for all of 2024. Washington is a participating state!

Read More »
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Resources

Consumer Financial Protection Bureau

Understanding your rights and protections as a consumer is essential in navigating today’s complex financial landscape. The Consumer Financial Protection Bureau (CFPB) plays a vital role in safeguarding these rights, ensuring fair practices, and holding financial institutions accountable. Whether you’re facing issues with credit cards, loans, mortgages, or other financial services, PIM Savvy’s financial coaching, tax events, workshops and resources will help protect and/or build your financial well-being and achieve greater peace of mind. Contact a financial coach today to coordinate a day/time for a coaching session.

Contact Us

Call or Text:

(206) 565-2961

info@pimsavvy.com

Mailing Address

3815 S. Othello St
Ste. 100 #338
Seattle, WA 98118

Office Address

707 S Grady Way
Suite 600
Renton, WA 98057

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Event Registration

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Services we provide:

  • Build core financial skills
  • Saving strategies
  • Establish good spending habits
  • Find ways to save money
  • Track expenses
  • Wants vs. needs exercise
  • Create a budget
  • Research debt reduction or consolidation options

Reach out today to inquire. Fill out the form or text Coaching to 206-565-2961.

Learn how to register your business, write a business plan and more.

Are you interested in starting a business in Washington State but don’t know where to start? PIM Savvy can help you develop a business plan and walk you through each of the steps required to open your own business. We will work with you to develop a business plan, conduct market research, and ensure you have all the necessary components in place such as the proper licenses and permits to register and open your business.

  • Create business plans
  • Conduct target market and competitive business research
  • Assistance with business registration and Unified Business Identifiers (UBI)s
  • Guidance on business licenses and permits
  • Help with Federal Tax Identification Number, also known as the Employer Identification Number (EIN) applications
  • Information on Business Checking Accounts
  • Develop workplace safety programs including an Accident Prevention Programs (APP)s

Budgeting & Saving

  • Create a personalized plan
  • Track expenses
  • Wants vs. needs
  • Overcome and avoid triggers
  • Create and stick to a budget
  • Establish good spending habits
  • Find ways to save money
  • Save for major goals

Taxes

  • Free tax prep services for qualifying taxpayers (VITA)
  • Working Families Tax Credit application help
  • Earned Income Tax Credit
  • Learn basics of Federal Taxes

Applying for Loans

  • Seek credit options 
  • Compare credit options
  • Understand credit options
  • Make informed decisions

Resume Development

  • Resume and cover letter assistance

TEMPORARY TEXT (APPLY FOR NEW JOBS)

  • TEMPORARY TEXT

Job Searching

  • Career research and exploration

TEMPORARY TEXT (HIGHER WAGES)

  • TEMPORARY TEXT

Understanding and Building Credit

  • Learn key factors to improve credit
  • How to build credit
  • Analyze interest rates
  • Learn how credit scores factor in to financial success

Debt Management

  • Take steps to pay off debt
  • Build core financial skills
  • Manage money wisely
  • Debt consolidation or reduction
  • Accomplish financial goals

Event Registration

"*" indicates required fields

Name*
This field is for validation purposes and should be left unchanged.

¿Está interesado en iniciar un negocio en el estado de Washington pero no sabe por dónde empezar? PIM Savvy puede ayudarle a desarrollar un plan de negocios y guiarlo a través de cada uno de los pasos necesarios para abrir su propio negocio. Trabajaremos con usted para desarrollar un plan de negocios, realizar investigaciones de mercado y asegurarnos de que tenga todos los 2 omponents necesarios, como las licencias y permisos adecuados para registrar y abrir su negocio.

Servicios que brindamos:

  • Crear planes de negocios
  • Realizar investigaciones de mercado objetivo y de negocios competitivos.
  • Asistencia con el registro de empresas y los identificadores comerciales unificados (UBI)
  • Orientación sobre licencias y permisos comerciales
  • Ayuda con las solicitudes del Número de Identificación Fiscal Federal, también conocido como Número de
  • Identificación del Empleador (EIN) Información sobre cuentas corrientes comerciales
  • Desarrollar programas de seguridad en el lugar de trabajo, incluidos programas de prevención de accidentes (APP)

Buscando un cambio de carrera? ¿Necesitas un trabajo lo antes posible? ¿Su currículum está desactualizado y necesita ser actualizado? PIM Savvy está listo para ayudar con todos los aspectos de la búsqueda de empleo, desde actualizar currículums hasta solicitar empleo. Lo guiaremos a través del proceso de búsqueda de empleo brindándole recursos, investigaciones y asesoramiento de expertos para que pueda tener confianza y estar listo para comenzar una nueva carrera.

Servicios que brindamos:

  • Asistencia con currículum y carta de presentación
  • Consejos para entrevistas y mejores prácticas
  • Investigación y exploración de carreras
  • Orientación sobre itinerarios educativos
  • Conceptos básicos y herramientas de networking
  • Soporte para solicitudes de empleo
  • Habilidades de organización para ayudarle en su búsqueda de empleo
  • Ayuda para navegar por plataformas y listados de búsqueda de empleo

 

Comuníquese hoy para preguntar. Complete el formulario o envíe un mensaje de texto con la palabra ‘Coaching’ al 206-565-2961.

Are you interested in starting a business in Washington State but don’t know where to start? PIM Savvy can help you develop a business plan and walk you through each of the steps required to open your own business. We will work with you to develop a business plan, conduct market research, and ensure you have all the necessary components in place such as the proper licenses and permits to register and open your business.

Services we provide:

  • Create business plans
  • Conduct target market and competitive business research
  • Assistance with business registration and Unified Business Identifiers (UBI)s
  • Guidance on business licenses and permits
  • Help with Federal Tax Identification Number, also known as the Employer Identification Number (EIN) applications
  • Information on Business Checking Accounts
  • Develop workplace safety programs including an Accident Prevention Programs (APP)s

Looking for a career change? In need of a job as soon as possible? Is your resume outdated and needs to be refreshed? PIM Savvy is ready to help you with all the aspects of job seeking from updating resumes to applying for jobs. We will guide you through the job search process by providing resources, research, and expert advice so you can be confident and ready to start a new career.

Services we provide:

  • Resume and cover letter assistance
  • Interview tips and best practices
  • Career research and exploration
  • Guidance on education paths
  • Networking basics and tools
  • Job application support
  • Organization skills to help your job search
  • Help navigating job search platforms and listings

 

Reach out today to inquire. Fill out the form or text Coaching to 206-565-2961.

  • If there are no appointments available, you can try walking in.
  • No appointment is needed if dropping off tax information for virtual tax filing.
  • Eligible individuals and families can receive the Working Families Tax Credit – a tax refund up to $1,290 for Washington workers. If eligible, we will help with the application. See flyer in English; Spanish; Ukrainian; or Other Languages.
  • If you have any questions, email vita@pimsavvy.com or text 206-565-2961.