I’m Jim Wilkerson, a 30-year veteran Financial Advisor and now president and founder of The Personal Finance Education Center. I created PFEC to be a resource that provides educational programs workshops and articles to help families successfully navigate their family’s personal finances.


I want to share a story with you.

A few years back when my daughter was excited about going to college we went through a totally unacceptable and frustrating experience trying to gather all of the information necessary to help her make good decisions about getting ready for college. You know… which college, which degree and how to pay for it.

After hours of research, we still ended up paying too much, being unable to access available scholarships and grants, and almost putting my own retirement savings at risk. Why?

Because I didn’t know how to develop a college success plan, didn’t know anything about student loans and definitely didn’t know the right questions to ask.

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Like me, you’ve probably seen recent headlines about the massive student loan problem and the low rate for students graduating on time and being unable to find acceptable jobs in their field that cover their student loans. It’s a shame that most folks don’t know that with some basic pre-college planning, these problems can all be prevented.

I felt that this was so important that I now offer a comprehensive Pre-College Planning and Coaching Service for Students and Parents.

I believe that this is a desperately needed service for most families since college has become so expensive and too many people have gotten in trouble with their student loans. I offer a myriad of services…

I can help you develop a funding strategy if you are early in the game and still have time to save.

I will help you understand financial aid… both needs-based, and merit-based, as well as help you determine your expected family contribution or EFC and your students, cost of attendance or COA.

We offer FAFSA filing services for you with our partners at Collegiate Funding Solutions as well as helping you to build your College List.

The College List is developed after we do a thorough personality, skills and career goal assessment with you and your child.

This will save you time and money by helping you narrow down the colleges that match to your ability to pay, your child’s goals in life as well as helping you find the college with the best programs at the best price.  Our goal is to help your student to graduate on time-saving you tons of money that can add up to tens of thousands of dollars.

Through our FAFSAssit program your financial aid is packaged and processed every year throughout your child’s college life and we will help you apply to the colleges that you select.

We will make sure that you understand the ins and outs of student loans and help you make the right decision on this very important decision.

I’m so excited to bring this knowledge to families everywhere and look forward to helping you and your child create a plan that will help minimize college costs, maximize your child’s earning potential, protect your retirement and provide a happy and productive life for your child by giving them a great college experience and outcome that everyone can be proud of.