Personal Financial Management Program (PFMP)

The Personal Financial Management Program (PFMP) is offered through Marine Corps Community Services (MCCS), Marine & Family Programs, Personal and Professional Development branch.  Our goal is to increase financial literacy; promote personal and family financial responsibility; support mission readiness for our commands; and educate our Marines, Sailors and their dependents on how to achieve financial success. The PFM Program offers classes monthly to promote financial education, conducts one-on-one counseling, offers unit financial briefs and classes to promote financial readiness, and provides information and referral to help get you started on your path to financial freedom.


Individual counseling and financial education is FREE to active duty, dependents, reserve personnel, retirees, DoD and NAF Civilian Personnel. Counseling sessions are strictly CONFIDENTIAL. For financial counseling appointments, please bring the following printed out:

  • LES
  • Paystub for spouse
  • Bank statement/Credit statement from previous month printed out (ex. Appt in February, print out the full month of January)
  • Debt owed- must include: minimum payment due, grand totaled owed, APR/interest rate (if we don’t have this information we’ll be limited in creating a repayment plan)
  • All bills for the household

Preparing your financial documents ahead of time will help ensure that we have enough time to complete a budget aimed towards accomplishing your financial goals.

 

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.

To encourage individual participation, as well as spouse attendance, financial workshops are scheduled monthly at the Education Center, Building 220. For more information or to schedule individual or unit training, call the PFMP office at (808) 257-7783/1232.

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

Financial Planning

  • Goal Setting
  • Transitional Challenges
  • Deployment Planning
  • Savings and Investments

Money Management

  • Pay/Allowances
  • Budgeting and Cash Management
  • Debt Management

Credit Management

  • Understanding your Credit Report and Score

Major Purchase Planning

  • Car Buying
  • Home Purchase

Retirement Planning

  • Thrift Savings Plan (TSP)
  • Traditional and ROTH IRAs
  • Entitlements and Benefits
  • CSB/REDUX
  • Survivor Benefit Program

 

 

 

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