Personal Financial Management Program

Personal Financial Management Program

Career Resource Office
Building 1526
760.830.4032

HOURS OF OPERATION
Monday - Friday: 7:30am - 4:00pm
Saturday & Sunday: Closed

MCO 1700.37

Inspecting General Checklist

Download the (PDF)

"Knowledge + Skills + Access to Resources = Financial Capability"

PFMP provides personal financial education, training and counseling at no cost to Marines/Sailors and their families.  

The one-on-one budget counseling sessions requires the following items:

1. List of all creditors (include all loans, lines of credit, and credit cards) with the following information:
   a. Balance due
   b. Due date
   c. Minimum monthly payment
   d. Annual percentage rate (APR)
2. Leave and Earnings Statement (LES), other sources of income
3. List of all bills, mortgage/rent, utilities, insurance, cell phone, Wi-Fi, streaming services, etc.
4. Most recent bank statement and/or credit card statement

Call the PFMP office to schedule the one-on-one counseling session and to get additional information on all workshops and trainings.

For additional information, videos, and other financial resources, please refer to the PP&D Libguide.

COMMAND FINANCIAL SPECIALIST (CFS) TRAINING
CFS provides financial education and counseling to members of their respective units. The CFS is a 40 hour training taught by PFMP. Participants must be financially sound.

Resources

• Credit Reports (pdf)

• Estimating Travel Costs and Reimbursements Worksheet (pdf)

• Financial Planning Worksheet Checklist (pdf)

• Home Buying Information (pdf)

• Military Compensation Checklist (pdf)

• Renting Resources (pdf)

• Financial Planning Worksheet Checklist for Deployment and Extended Absences (pdf)

• Take Control of Your Auto Loan Guide (pdf)