Personal Financial Management Program (PFMP)

New Orleans:    Office:  504-253-4710
Houston:           Office:  281-464-4962

PFMP OVERVIEW

The Personal Financial Management Program (PFMP) provide access to financial resources, education and training, and counseling necessary to empower USCG personnel (active, reservist, and civilians) and their family members to meet personal financial goals, achieve financial security, and remain mission ready. PFMs are available for:

A. Conduct one-on-one financial counseling
B. Coordinate/ Facilitate Financial educational trainings
C. Information & Referral
D. Consumer Awareness & Protection
***Personal Financial Management (PFM) services are confidential

PDFs

• PFM COMDTINST 1740.8 series: https://www.uscg.mil/directives/ci/1000-1999/CI_1740_8.pdf
• PFM Program Fact Sheet: https://www.dcms.uscg.mil/Portals/10/CG-1/cg111/docs/pdf/PFMP_Fact_Sheet%5B1%5D.pdf?ver=2017-04-28-103113-10
• BRS Fact Sheet: https://finred.usalearning.gov/assets/downloads/FINRED-DefinedBenefit-FS.pdf
• Continuation Pay Fact Sheet: https://finred.usalearning.gov/assets/downloads/FINRED-ContinuationPay-FS.pdf

RESOURCES

• USCG Resource Page: https://www.dcms.uscg.mil/Our-Organization/Assistant-Commandant-for-Human-Resources-CG-1/Blended-Retirement-System/brs_lp/
• CG SUPRT Money Coaching: www.cgsuprt.com or 1-855-CG-SUPRT (247-8778)
• Coast Guard Mutual Assistance (CGMA): https://cgmahq.org/
• Association for Financial Counseling & Planning Education (AFCPE) COVID-19 Resources: https://www.afcpe.org/covid19/
• MilSpouse Money Mission: https://www.milspousemoneymission.org/
• Military Families Learning Network (MFLN): https://militaryfamilieslearningnetwork.org/
• Thrift Savings Plan (TSP): https://www.tsp.gov/
• Annual Credit Report: https://annualcreditreport.com/
• Military Saves: https://www.militarysaves.org/
• Federal Trade Commission (FTC): https://ftc.gov/
• Consumer Financial Protection Bureau (CFPB): https://www.consumerfinance.gov/