PIM FINANCIAL 1 PIM is a nautical acronym for Plan of Intended Movement. When the Captain of a ship tells the Navigator, "We need to be in Galveston next Tuesday," the Navigator develops the Plan of Intended Movement; the PIM. It is the appropriate course and speed to achieve the Captain's goal - which is to move the ship to the appointed place and arrive at the designated time.

PIM is also a fine analogy for financial planning. The Captain (You) tells the Navigator (Me) where you want to go and when you want to get there, but instead of moving across the ocean we are moving toward your financial goals. I develop the financial plans to get you where you want to be at the designated time.

I chose to add the word Partners (PIM Financial Partners) to highlight that financial planning is a partnership between the adviser and the client. In order for me to provide the fiduciary level of care I want to provide I have to establish a high level of trust with clients. Building lifelong partnerships with my clients is why I entered this profession. I believe in the partnership concept so strongly I added it to the name of my firm.

In legal terms, PIM Financial Partners is an investment advisory registered in the state of Virginia. Under Virginia law PIM Financial Partners is the registered investment advisor (RIA) and Paul is it's only investment advisor representative (IAR). Paul is the sole practitioner at PIM Financial Partners. In that capacity I work for no one but the client. I do not accept commissions, referral fees, or payments from any other source than my clients. If I took money from someone else to advise you, how would you know if my advice was based on your best interests or my own?

PIM Financial Partners, LLC was registered in the state of Virginia in 2015. The application to become a Registered Investment Advisor was approved by the Virginia State Corporation Commission in February, 2016. This isn't your father's investment advisory. This is a new enterprise, with a new way of looking at financial planning. PIM Financial Partners is committed to integrating new technologies to lower the cost of providing financial planning services, while maintaining personal interaction between the adviser and the client to develop individual empathy, expertise, and a lifelong relationship built on trust. If you are ready for a different experience with a financial adviser, you are ready to Partner with PIM.

 

 

 

The information posted to this website is for education purposes and is not intended to be investment advice. 

Registration as an Investment Advisory in the Commonwealth of Virginia does not imply an endorsement by Virginia, nor does it mean the Commonwealth of Virginia certifies or verifies my knowledge, skills, or experience as an investment advisor. 

PIM Financial Partners provides financial planning and investment advice to residents of Virginia. Residents of other jurisdictions are considered on a case basis depending on the laws governing investment advisors where they live.

 

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Paul is a proud member of the following professional associations:

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