MFRC
Personal Financial Readiness Program
Helping you create a little more balance in your life
about
Personal Financial Readiness Program
The Military & Family Readiness Center and its supporting staff of certified/accredited Personal Financial Counselors offer information, education, and personal financial counseling. Financial Counselors can help individuals and families maintain financial readiness and build resiliency in preparation for life’s various financial situations. One-on-one services and group workshops are open to Active Duty, Guard, Reserve, retirees, dependents and DoD civilian employees. To receive more information, schedule an appointment, or register for a workshop, please call the M&FRC at (801) 777-4681.
Financial Education Workshops Include
- Blended Retirement System
- Thrift Savings Plan
- Budgeting/Spending Plan
- Ditch the Dorm
- Investing
- Financial transitioning, credit reports/scores, projected post separation budget (as part of 5 day TAP workshop)
- Monthly Financial Lunch-n-Learns
- Military Saves Week (various topics taught)
- Miscellaneous other topics throughout the year
- We can conduct briefings at your unit as well
One-on-One Financial Counseling Provided For
- Budgeting/Spending Plan
- Managing credit and debt problems
- Moving out of the dorm financial analysis
- Pulling/reviewing credit reports
- Blended Retirement System
- Thrift Savings Plan
- Saving
- Investing
- Car Buying
Financial
Resources
A budget is the foundation of financial readiness and achieving financial goals. The M&FRC has prepared videos to help customers create and fine tune a personalized budget. Below the videos are a link to a budget/spending plan worksheet. If you have any questions on how to complete the budget/spending plan worksheet, please call the M&FRC at (801) 777-4681.
Short Spending Plan Tutorial, Part 1
SHORT SPENDING PLAN TUTORIAL, PART 2
Detailed Transaction Log & Spending Plan Training
M&FRC Email Distro List
First Duty Financial Information
Per AFI-36-3009, M&FRC will provide mandatory first duty station officer and enlisted personnel information to maintain financial stability and reach financial goals.
Introduction Financial Well-Being Assessment Handout May 2020
Module 1 How to Read an Active duty Air Force LES Handout 2019
Module 1 Sample LES Handout May 2020
Module 2 Decisions Decisions Handout May 2020
Module 2 Choosing a Bank or Credit Union Handout 2020
Module 2 Electronic Banking Safety Handout 2019
Module 2 Financial Planning Pyramid Handout 2019
Module 2 Sources of Help Military Consumers Handout May 2020
Module 2 Spending Plan Worksheet Handout May 2020
Module 2 TSP Fund Summary Handout 2019
Module 3 3 Deals of Car Buying Handout 2019
Module 3 Car Buying Sources of Help Handout 2019
Module 3 Check Your Insurance IQ Handout 2019
Module 3 Choosing Credit Cards Handout 2019
Module 3 Credits Report Handout 2019
Module 3 Defending Against Identity Theft Handout 2019
Module3-How to Complain Effectively-Handout-2019
Module 3 Service Members Civil Relief Act Handout 2019
Module 3 Student Loan Repayment Options Handout 2019
Module 3 Warning Signs of Credit Abuse Handout-2019
Instructor Guide 2019
Introduction Financial Well Being Assessment Handout May 2020
Topic 1 Sample LES Handout May 2020
Topic 1 How to Read an Active duty Air Force LES Handout 2019
Topic 1 Rockefeller File Handout 2019
Topic 2 Choosing a Credit Card Handout May 2020
Topic 2 Financial Planning Pyramid Handout 2019
Topic 2 Investing Basics Handout 2019
Topic 2 Electronic Banking Safety Handout 2019
Topic 2 Spending Plan Checklist Handout May 2020
Topic 2 Spending Plan Worksheet Sample Handout 2019
Topic 2 Spending Plan Worksheet May 2020
Topic 2 TSP Fund Summary Handout May 2020
Topic 3 Figuring Out Monthly Payments Handout May 2020
Topic 3 Shopping Tips for Insurance Handout May 2020
Topic 3 How to Complain Effectively Handout May 2020
Topic 3B Choosing Credit Cards Handout 2019
Topic 3B Credit Reports Handout 2019Â
Topic 3B Service Members Civil Relief Act Handout 2019
Topic 3B Student Loan Repayment Options May 2020
Topic 3B Warning Signs of Credit Abuse Handout 2019Â
Topic 3C Sources of Help Military Consumers Handout 2019Â
Topic 3D 3 Deals of Car Buying Handout 2019
Topic 3D Car Buying Tricks of Trade Handout 2019
Topic 3D Common Dealership Financing Pitfalls Handout 2019
Topic 3D Determining Car Payments Handout 2019
Topic 3E Closing Costs Handout 2019
Topic 3E House Hunting Checklist Handout 2019
Topic 3E Mortgage Loan Types Handout 2019
Topic 3E Mortgage Shopping Worksheet Handout 2019
Topic 3F Check Your Insurance IQ Handout 2019Â
Topic 3F Organize Your Records Handout 2019
