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Office of Work-Life Programs : Transition Assistance Program (TAP) Financial Planning

Part of the 5-day TAP workshop this module provides Service members with the information and tools needed to identify financial responsibilities, obligations, and goals after separation from the military. Service members will build an integrated 12-month post-separation budget that reflects their employment, education, or training goals to prepare them for the financial realities of civilian life and ultimately help to ensure their personal and family financial security.

12 Month Transition Spending Plan

The following steps are provided to you in order for you to obtain a post-service, 12-month spending plan. Two options are available to complete this task: Spending Plan Work Sheet

  1. CG SUPRT - My Secure Advantage (MSA)
    1. Contact CG SUPRT MSA Financial Wellness program at 1-855-CG SUPRT (247-8778) to schedule one-on-one Money Coaching to complete the 12-month transition spending plan.
    2. Once the spending plan is completed, the Money Coach will provide you with a certificate of completion.
    3. A copy of this certificate should be forwarded to the Health, Safety and Work-Life Regional Practice (HSWL RP) TRM to update the TAP Progress Spreadsheet on the Work-Life Portal.

NOTE: If you have already used this one-time Money Coaching benefit, please proceed to option 2 below and obtain the spending plan from CGMA.

  1. CGMA
    1. Contact the nearest CGMA Representative to be referred to an NFCC Member Agency to complete the 12-month transition spending plan with a financial counselor.
    2. Once the spending plan is completed, the financial counselor will provide you with a certificate of completion.
    3. A copy of this certificate should be forwarded to the Health, Safety and Work-Life Regional Practice (HSWL RP) TRM to update the TAP Progress Spreadsheet on the Work-Life Portal.

Additional PFMP resources