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.
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
The Need for Personal Financial Management
Estimated Travel Costs For A PCS Worksheet
Financial Planning Worksheet
Visit the Navy Personal Financial Management Videos page by clicking HERE.