The Personal Financial Management Program (PFMP) provides personal financial education, training, counseling, and information and referral. A solid understanding of your personal financial situation and prospects will give you a better chance of achieving financial success during your career and help build confidence in facing financial challenges and responsibilities.

 

Individuals - Individual counseling/financial information & assistance is FREE to active duty, family members, retirees, DoD and NAF Civilian Personnel. Counseling/financial information & assistance sessions are CONFIDENTIAL.

 

Units – Want your Marines and Sailors to be financially savvy? Contact the Personal Financial Management Program to schedule tailored financial presentations to meet the needs of your unit.  Please request a financial class at least three weeks in advance. Mahalo.

 

Financial Assistance/Education includes, but is not limited to the following areas:

 

Financial Planning

• Goal Setting
• Income Tax Planning
• Transitional Challenges

 

Money Management

• Pay/Allowances
• Budgeting and Cash Management
• Use of Credit
• Debt Management
• Car Buying
• Home Purchase
• Major Purchase Planning
• Credit Reports/Credit Scores
• Deployment Planning

 

Investment Planning

• Thrift Savings Plan (TSP)
• ROTH IRAs
• Traditional IRAs
• Saving/Investing Strategies

 

Retirement and Estate Planning

• Entitlements and Benefits
• Retirement Planning
• REDUX
• Survivor Benefit Program

 

Small Business Planning

• Business Plan
• Financial Plan
• Management
• Marketing

 

Workshops – Several workshops are currently under development. Workshops will address specific financial topics and will be provided on a scheduled basis for both individuals and units. Workshops and scheduled dates will be listed here.