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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
Disabling Sickness or Condition Counselee         Disabling Sickness or Condition Counselor
First Duty Station Counselee Checklist                 First Duty Station Counselor Checklist 
Leadership Counselee Checklist                           Leadership Counselor Checklist
Marriage Counselee Checklist                              Marriage Counselor Checklist
PCS Counselee Checklist                                      PCS Counselor Checklist
Pre-Deployment Counselee Checklist                  Pre-Deployment 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
Your First Child Counselee Checklist                    Your First Child Counselor Checklist

Handouts                                                           Videos Discussion Guides                                

Five Rules of Buying a House                               Continuation Pay Video Discussion Guide  
Combat Zone Tax Exclusion                                 Disabling Sickness or Condition Discussion Guide
Continuation Pay                                                  Divorce Video Discussion Guide                                  Education Benefits and Savings                           First Duty Station Video Discussion Guide
Estate Planning                                                     Leadership Video Discussion Guide
Financial Warning Signs                                       Marriage Video Discussion Guide 
Major Purchases                                                   Pre-Deployment Video Discussion Guide
Military Consumer Protection                              First Child Video Discussion Guide
Military Retirement                                              PCS Video Discussion Guide
Paying Off Student Loans                                    Promotion Video Discussion Guide
Sources of Help for Military Consumers              Post-Deployment Video Discussion Guide
Survivor Benefits Overview                                  TSP Video Discussion Guide
Thrift Savings Plan                                               Vesting in the Thrift Savings Plan
TRICARE Overview                                               
Understanding Credit                                                                                   Flyer to Order Video DVD
The Need for Personal Financial Management                 Financial Service Provider - How to Guide
Basic Investing
Estimated Travel Cost
Financial Planning Worksheet for a PCS Move
Financial Values
Military Banking
My Rating as a Money Manager
Spending Plan Worksheet


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

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