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

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

Budget Spending Plan

Transaction Log to complete Budget Spending Plan

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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.

Officer Handouts