Personal Financial Readiness Program – Charleston Military and Family Readiness

Hours

Monday-Friday

Saturday & Sunday

Federal Holidays

7:30AM-4:30PM

Closed

Appointments

Click here to book an appointment, in-person or virtual, with one of our team members.

The PFR Team

Elizabeth “Beth” Fowler AFC

Erin DeVille-Brown AFC

Stephen Simpson CFP

Chanie Landrum

Helen Bricka

Overview

The Personal Financial Readiness (PFR) Program is a comprehensive initiative designed to equip individuals with the knowledge and skills needed to manage their finances effectively. It encompasses various educational resources, workshops, and counseling services to address key aspects of personal finance, including budgeting, saving, investing, and debt management. The program aims to enhance participants’ financial literacy and empower them to make informed decisions to achieve their short-term and long-term financial goals. Whether it’s navigating the complexities of taxes, understanding credit, or planning for retirement, the Personal Financial Readiness Program strives to foster financial well-being and resilience among its participants.

Program Components

Education and Training

The first component of the Personal Financial Readiness (PFR) program focuses on education and training, providing military personnel and their families with a solid foundation in financial literacy. Through workshops, seminars, and accessible resources, individuals learn essential skills such as budgeting, saving, investing, and understanding financial instruments. This educational initiative aims to empower service members to make informed and responsible financial decisions throughout their military careers and into civilian life, fostering a culture of financial competence and stability.

Counseling and Personalized Assistance

The second component of the PFR program centers on personalized counseling and assistance. Through one-on-one financial counseling sessions, trained experts address individual financial challenges, offering guidance on debt management, credit improvement, and other specific concerns. This tailored approach ensures that military personnel receive targeted support based on their unique circumstances, promoting proactive financial decision-making and helping them navigate the complexities of their financial journey with confidence.

Outreach and Support Services

The third component of the PFR program involves proactive outreach and comprehensive support services. Through various channels such as online platforms, community workshops, and partnerships with financial institutions, the program actively engages with military communities. This outreach provides valuable resources, tools, and information to foster ongoing financial success. By creating a supportive ecosystem and facilitating access to relevant financial services, the program aims to strengthen the financial resilience of military personnel and their families, ensuring they have the necessary support to navigate their financial challenges effectively.