Personal Financial Management Program

Personal Financial Management Program

Kathleen "Sissy" Bourikas
Career Resource Office
Building 1526
760.830.4032
kathleen.bourikas@usmc-mccs.org

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

MCO 1700.37

Inspecting General Checklist

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

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

A solid understanding of personal financial situations will give a better chance of achieving financial success during your career and help build confidence in facing financial challenges and responsibilities.  The program delivers training and education to service members and their families on a recurring basis at the unit level or on an individual basis. 

BUDGET WORKSHOP
The focus of this class is learning how to establish a budget and prepare for recurring and unforeseen expenses, as well as life changes that impact decisions and income including: Marriage, Transitioning, Deployment and Military Benefits.

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.

Call the PFMP office for additional information on all workshops and trainings.

Resources

• Credit Reports (pdf)

• Estimated Travel Cost Worksheet (pdf)

• Financial Planning Worksheet Checklist (pdf)

• Home Buying Information (pdf)

• Military Compensation Checklist (pdf)

• Renting Resources (pdf)

• Survivor Benefit Plan Information & Resources (pdf)

• Service Members Civil Relief Act (pdf)