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The personal financial management staff are trained and certified financial management educators who can help you and your family members active duty, retired, dod and naf civilian personnel through individual financial counseling sessions and through financial workshops on subjects such as basic money management, budgeting, car buying. Tgps us003 personal financial planning for transition resources. Net worth this worksheet will help you figure it out. Free download financial goal planning excel worksheet. Subtract all savings or living expenses deducted from pay e. An excel version of this worksheet is available at.
Obtain personal information to prepare legal documents. Jan 28, 2016 the appearance of sponsorship or advertisement does not constitute official endorsement by the us marine corps or this web site or the information, products or services contained therein. To put yourself and your marines on the path to good financial management, seek the assistance of a personal financial manager pfm. Financial planning for transition participant guide 2019 page ii. Want to simplify your student loan payments and possibly save on interest. Financial planning worksheets financial plan help afba. This worksheet is for educational purposes only and a financial planning. The desired endstate is a financial education program that enables service members and family members to make informed financial decisions, ensuring financial readiness throughout their military service and as they transition to civilian life. Financial planning for retirement workbook, cfs685w. I hope you find it useful atleast as a first step towards putting your finances in order. Our staff is committed to serving students in a compassionate and ethical manner while maintaining the highest levels of professionalism and compliance. Department of the navy personnel and their eligible family members can learn how to apply for interest free loans.
Financial planning for transition participant guide. Page monthly spending plan total take home pay month month month by payday 1st 15th note. Actual or projected figures can be carried forward to spending plan. Consider breaking it up into smaller, monthly contributions.
Fpa military workbook financial planning association. Personal financial management program jerry marvel training and education building room 2 mcas cherry point, nc 28533 2524664201. Personal financial management program mccs camp pendleton. For help completing the financial planning worksheet or answers to other financial questions contact mccs cherry point marine and fmaily programs financial counselors. Financial planning worksheet navy free printables worksheet. Whether youre sitting pretty or living paycheck to paycheck, completing the following financial planning worksheets may help give your investment professional a better understanding of your financial situation. Budget worksheet financial management planning tools.
Translates military skills, training and experience into civilian skills, education. American consumer credit counseling accc is a nonprofit 501c 3. Page 1 financial planning worksheet mccs cherry point. Its easy to get smarter about your money when you have a head start. Using a stickie note in your wallet or purse will help you track your expenditures. Financial planning association fpa 7535 east hampden ave. Financial planning worksheet for career transition marine corps. The navy, air force, army and marine corps have a program called the personal financial management program pfmp. Disclosure of information on this format is voluntary. Mccs cherry point has reduced its footprint in a way that continues to support our operating.
Oct 17, 2017 making or planning to make a large purchase, such as a new car or house. Get started on the right path to financial wellbeing today. Instructions for filling out your financial management plan fmp. Personal financial management standardized curriculum 2010 page 7 daily expenses keep track of your daily expenses for two weeks keep a record of how you spend your money for the next two weeks.
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