The Personal Financial Management (PFM) Touchpoint Checklists and handouts 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.
Counselee Checklists Counselor Checklists