Overview

Contact / Hours:

Personal Financial Management Program

Bldg 13150
(760) 829-0175 | (760) 829-0245 | (760) 829-0105
cppfm@usmc.mil

Mon–Fri 7:30am–4:30pm
Sat/Sun/Holidays Closed


Your safety is our top priority. Please review our current policies:

  • Call (760) 829-0175/0245/0105 or email cppfm@usmc.mil for appointments or assistance
  • Individual/Couples Counseling sessions are available by appointment only (virtual appointments are encouraged)
  • PFMP classes are offered via virtual platform

For the most up to date information on facility closures / program changes and updates, visit mccscp.com/impact.


Finances are one of the main reasons Service Members experience stress on the job and also why couples argue. The Financial Management Team is here to help you achieve financial success. Sessions include:

  • Individual Financial Counseling
  • Basic Money Management
  • Budgeting
  • Car Buying
  • Consumer Awareness

  • Home Buying
  • Investment Strategies
  • Credit / Debt Management
  • Retirement Planning
  • Personal Financial Management Program (PFMP)

Workshops / Classes

Car Buying - 1st Thu, 9-10:30am
Purchasing a vehicle can have a significant impact on an individual’s short-term and long-term finances, buyers should be completely aware of all costs. This course provides available tools and resources to help conduct adequate research, determine affordability and learn effective negotiation skills.
Download GoToMeeting Here
(571) 317-3122 Access Code: 617-720-901
Home Buying - 1st Thu, 1-2:30pm
Buying a house is the most significant purchase many people will ever make. This course is designed to increase the knowledge and comfort level of first-time home buyers and serve as a refresher for repeat home buyers.
Download GoToMeeting Here
(571) 317-3112 Access Code: 994-271-101
Budget - 1st and 3rd Fri, 9-11am
This workshop provides guidance on how to develop a written budget that notes current and future expenses and also emphasizes the importance of short term-savings, explains financial ratios to live by and helps establish financial goals.
Download GoToMeeting Here
(224) 501-3412 Access Code: 445-454-941
Introduction to Investing - 2nd Fri, 9-11am
Think you need a lot of money to invest in the stock market? Think again! Investing for your future only requires financial knowledge and discipline! In this class you will learn about affordable investment platforms that will help you choose companies based on historical data, current expenses and expected performance/growth.
Download GoToMeeting Here
(646) 749-3122 Access Code: 894-445-981
Thrift Savings Plan - 4th Fri, 9-10am
The Thrift Savings Plan (TSP) and the Blended Retirement System (BRS) are defined contribution plans for members of the uniformed services. Whether you are making the military a career or not, there is a retirement savings plan available for you.
Download GoToMeeting Here
(646) 749-3112 Access Code: 150-182-349
Credit & Debt - 4th Fri, 10:30-11:30am
Credit and Debt Management is a course designed to help learners establish and maintain good credit as well as avoid, reduce or eliminate excessive debt. All participants will have the opportunity to pull a free copy of their FICO credit report and score. They will also learn how to calculate important financial ratios that will help them assess their current and future financial situation and options.
Download GoToMeeting Here
(408) 650-3123 Access Code: 278-327-773

Evening Classes

Investing Basics - 2nd Wed, 6-7:30pm
Think you need a lot of money to invest in the stock market? Think again! Investing for your future only requires financial knowledge and discipline! In this class you will learn about affordable investment platforms that will help you choose companies based on historical data, current expenses and expected performance/growth.
Download GoToMeeting Here
(646) 749-3112 Access Code: 120-276-125
Developing a Spending Plan - 3rd Wed, 6-7:30pm
Developing a Spending Plan provides instructional content that will inform participants on how to create a spending plan, keep track of their expenses and make use of the various financial ratios that help individuals determine their financial health. The lesson also covers effective financial communication skills for couples and the importance of setting financial goals.
Download GoToMeeting Here
(872) 240-3212 Access Code: 321-775-157

Additional Info

BRS/TRP

Thrift Savings Plan (TSP) What is it?
TSP is a retirement savings and investment plan for Federal employees and members of the Uniformed Services.

  • Established in 1986
  • Opened to Military in 2000
  • Offers similar savings and tax benefits as 401(k) plans
  • One of the largest defined contribution plans in the world
  • Administered by the Federal Retirement Thrift Investment Board (FRTIB)
  • Defined Contribution Plan


TSP Advantages

  • Contributions to the TSP are yours no matter how long you serve
  • Automatic payroll deductions
  • A diversified choice of investment options
  • A choice of tax treatments for your contributions
  • Low expenses
  • If in Blended Retirement System (BRS), you receive contributions from your Service
  • In certain circumstances, you can access your money while still a member of the Uniformed Services
    Variety of withdrawal options

Types of TSP Plans

  • Matching contributions for those in the Blended Retirement System (BRS)
  • A major difference between the “High-3” or legacy retirement system and the new BRS is that the new blended system requires a traditional TSP account for
  • Service Members where the Government will contribute to the account along with the member.
  • If your DIEMS date is on or after 1 January 2019, a traditional TSP account was automatically set up for you.
  • All agency contributions go to a traditional TSP account, but your contributions can go to a traditional TSP account, a Roth TSP account or a combination of both.

Learn More about the TSP
Useful educational websites include:

By Phone: TSP ThriftLine 1-877-968-3778

Events

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