Personal Financial Management

The Personal Financial Management Program assists Marines and their families in achieving and sustaining personal financial readiness by providing personal financial education, training, counseling, and financial information and referral. A solid understanding of personal finances will build confidence in facing financial challenges, responsibilities and mission readiness.


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Services

  • There are more than 20 money management topic areas that are discussed in workshops and seminars, which include investment planning, financial planning, retirement and estate planning, consumer awareness and protection budgeting, saving, using credit, managing debt, military financial rights, Thrift Saving Plan, Saving Deposit Plan, and Survivor Benefit Program.
  • For those who need it, individual financial counseling by Accredited Financial Counselors is available.
  • The Personal Financial Management Specialists and the unit Command Financial Specialists provide no cost services to Marines and are the primary source of financial education and counseling.
  • One-on-one coaching is available for financial topics from budgeting/diversifying your income, credit and debt management, military/consumer protections, car buying, home options, savings and investing, financial planning for future events, clearance issues related to personal finances, financially fit children, and other financial topics.

Learn More

Contact your installation Personal Financial Management Specialists to obtain a schedule and register for upcoming workshops, or to schedule an individual appointment. If you are scheduling an individual appointment, you can expect to be seen within 10 business days.

Individual appointments are generally scheduled for one hour and include the preparation of a financial planning worksheet to assess current financial status and identify areas for improvement. If you are not located near a Marine Corps installation, contact your nearest military installation Family Support Center.

Quantico(Change Location)

Personal Financial Management Program
Bldg. 3088
Mon - Fri: 8am - 4:30pm
(703) 784-3340
MCCS Quantico website

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