Financial Planning Counselor(AFC®)
May 2015 — Present
Provide financial planning workshops and individual financial counseling tailored to meet the needs of transitioning Soldiers and Family Members prior to their separation from the Active Army or Reserve Components.
• Conduct 6-hour financial planning workshops using existing curriculum to groups of approximately 50 Soldiers and Family Members
• Assist clients in managing complex financial issues, e.g., relocation, asset allocation, transition/retirement, eviction, garnishment, repossession, etc., and coordinate solutions with applicable military and civilian agencies.
• Prepare monthly reports describing all financial planning activities and record the number of transitioning Soldiers and Family Members attending workshops and individual sessions.
• Regularly provide follow-up one-on-one financial counseling that addresses the specific needs and interests of Soldiers and Family Members, including the evaluation of individual or family income and expenditures and recommendations for short- and long-term actions to achieve financial goals.