Personal Financial Management (PFM)

Financial education staff provides financial education, training and counseling that emphasize long-term financial responsibility through individualized assistance, workshops and educational seminars to stimulate a change in personal financial behavior to promote long-term financial responsibility and accountability, leading to financial independence, sound money management, debt avoidance, investing and retirement planning.

The educator is available by appointment to provide individual financial counseling and help with basic financial needs.

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FREE FINANCIAL COACHING

You can get help, assistance and guidance from an accredited Financial Counselor for FREE.

We have financial resources and answers.

Get help with:

  1. Analyzing your credit report or credit scores
  2. Discussing your investments and retirement (TSP) options
  3. Creating a budget/spending plan
  4. Developing a game plan for working with sticky debt problems
  5. Preparing a financial action plan for separating or retiring
  6. Working up a detailed savings plan for a major purchase (like a house or car)

 

FREE FINANCIAL EDUCATION CLASSES FOR YOUR WORKPLACE

The NSA Bethesda Military & Family Support Center has an Accredited Financial Counselor who will work with your organization to present a financial topic of your choosing.

  • Do you need to fulfill a general staff/employee training requirement?
  • Does your organization want to better understand the Thrift Savings Plan (TSP)...what it is, how to sign up, how to make investment elections?
  • Do you want a presentation on credit reports and credit scores and their impact on credit standing, employment, and car insurance?
  • Do you need a basic personal finance class for new employees or junior service members?

 

FINANCIAL TOPICS WE CAN HELP WITH

  • Credit Reports and Credit Scores
  • Car Buying
  • Investing (stocks, bonds, mutual funds and exchange traded funds)
  • Home Buying
  • Federal Service Retirement Planning
  • Military Retirement Planning
  • Identity Theft Protection
  • Basic Budgeting
  • Insurance Planning (life, health, disability and long-term care)
  • College Planning
  • Survivor Benefits Plans
  • Thrift Savings Plan (TSP)
  • Blended Retirement System (BRS)
  • Open Season Elections
  • Holiday Spending Plans
  • Security Clearance Budgeting
  • Military Separation Capstone
  • Teaching Kids About Money