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PFM Touchpoint Checklists, Handouts, & Video Discussion Guides

The Personal Financial Management (PFM) Touchpoint Checklists, Handouts, and Video Discussion Guides are for the Command Financial Specialist (CFS) or PFM meeting with Sailors when they reach a touchpoint in their career or life requiring financial training.

  • The checklists titled My Checklist are for the counselee. It has a place for the PFM or CFS to sign showing they have provided the training, a list of appropriate handouts the counselee should leave with, and a handy reminder of the financial items important at this stage in their journey.
  • The PFM/CFS Checklist has handy notes that guide conversation, ensures you meet all the required topics at the touchpoint, and show required handouts for this touchpoint in their career or life.
  • The Handouts for each checklist are listed in the top right corner of each checklist for that touchpoint and can be found under the Handout section of this page.
  • The Video Discussion Guides are here to help you present the videos should you decide to present the touchpoint training via video. A disc can be ordered for free online (see flyer) and the discussion guides lead you through each video with discussion questions and knowledge check questions as you lead the class. Pairs well with the checklists and handouts in a classroom setting.
  • The Financial Service Provider How to Guide can assist you in basic PFM tasks like ordering a credit report, reporting identity theft, changing your TSP contributions and more.

Checklist Instructions

Counselee Checklists                                         Counselor Checklists

Continuation Pay Counselee Checklist                Continuation Pay Counselor Checklist
Divorce Counselee Checklist                                Divorce Counselor Checklist
Leadership Counselee Checklist                           Leadership Counselor Checklist
Marriage Counselee Checklist                              Marriage Counselor Checklist
Navy Pre-Deployment Counselee Checklist         Navy Pre-Deployment Counselor Checklist
New Child Counselee Checklist                            New Child Counselor Checklist
PCS Counselee Checklist                                      PCS Counselor Checklist
Post-Deployment Counselee Checklist                Post-Deployment Counselor Checklist
Promotion Counselee Checklist                           Promotion Counselor Checklist
Vesting in the TSP Counselee Checklist               Vesting in the TSP Counselor Checklist
New Child - Counselee Checklist                         New Child - Counselor Checklist

Handouts
                                                           Videos Discussion Guides                                

Five Rules of Buying a House                              Continuation Pay Video Discussion Guide  
Combat Zone Tax Exclusion                                 Divorce Video Discussion Guide
Continuation Pay                                                  Leadership Video Discussion Guide
Education Benefits and Savings                           Marriage Video Discussion Guide 
Estate Planning                                                     Pre-Deployment Video Discussion Guide
Financial Warning Signs                                       First Child Video Discussion Guide
Major Purchases                                                   PCS Video Discussion Guide
Military Consumer Protection                              Promotion Video Discussion Guide 
Military Retirement                                              Post-Deployment Video Discussion Guide
Paying Off Student Loans                                    TSP Video Discussion Guide   
Sources of Help for Military Consumers              Flyer to Order Video DVD - Scheduled for May 
Survivor Benefits Overview                                   
Thrift Savings Plan                                               Financial Service Provider How-to-Guide
TRICARE Overview                                               Financial Service Provider - How to Guide 
Understanding Credit                                           
The Need for Personal Financial Management    
Basic Investing                                                      
Military Banking 
Estimated Travel Costs For A PCS Worksheet
Financial Planning Worksheet

Visit the Navy Personal Financial Management Videos page by clicking HERE.

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