Command Financial Specialist Evals


- FINANCIAL MENTOR. Led # assistant CFSs in creating a pre-deployment extended absence financial plan framework for a command of # Sailors. Topics included: legal powers of attorney, wills, updating spending plans, online bill pay, setting up allotments, CZTE entitlements, FSA entitlements, Sea Pay entitlements, Savings Deposit Program, SGLI, savings and investments, retirement planning, education planning, custodial accounts, debt reduction, and credit freezes.




- COMMAND INVOLVED. As Command Financial Specialist, assisted X Sailors with financial counseling, providing essential tips to improve their financial quality of life.




- FINANCIALLY ARDENT. Implemented an aggressive weekly training program focusing on touchpoints, resulting in the delivery of X hours of planning and training to X personnel that resulted in an increase in financial literacy for X personnel.




- FINANCIAL DEVOTEE. An advocate of financial literacy! Led X assistant command financial specialists that provided high quality financial counseling, education, guidance, and training in support of a command of X personnel in the topics of the SGLI, credit monitoring, budgeting, buying a car, VA home loan, education planning, the TSP, retirement planning, consumer awareness, wills, trusts, investments, second employment, tax preparation, and raising children to be financially fit.




- MISSION FOCUSED. Provided financial counseling to X Sailors, fostering a heightened sense of financial awareness and confidence that facilitated increased fiscal responsibility through education and counseling.




- FINANCIAL STALWART. Hand selected by the CMC to revive my struggling personal financial management program. RESULTS: X% enrollment in TSP, $X payments towards personal debts, X Million Dollar Sailor course enrollments, X% Navy lifecycle touchpoint adherence, X% increase in the number of wills created, X% increase in SGLI benefits, $X total saved for personal emergencies, X off-duty employment counseling sessions, and X designated as assistant Command Financial Specialists.




- COMMAND IMPACT. As a Command Financial Specialist, conducted X counseling sessions, helping Sailors manage their personal finances and improving overall financial literacy for the command.




- FINANCIAL ENTHUSIAST. As CFS, he led X assistant CFS in organizing X workshops covering many financial topics including spending plans, home buying, car buying, retirement planning, educational planning, investments, credit monitoring, debt management, estate planning, consumer awareness, and insurance.




As Command Financial Specialist, he trained X Sailors on personal budgets, credit monitoring, and car buying strategies, increasing financial literacy and knowledge.




As CFS, she provided high quality financial counseling, training, and education to eight Sailors in multiple financial topics, creating a positive impact on personal financial management.




As CFS, he led X assistant CFS in providing X Sailors with financial counseling, training, guidance, and education, ensuring touch points were adhered to.




As CFS, provided financial guidance for 698 personnel and quarterly training for eight assistant CFS.




As CFS, she provided quality financial counseling and training to 12 Sailors.




As the Command Financial Specialist, she provided financial counseling to all new check-ins and long term retirement planning to five Sailors resulting in an immediate positive impact to personal financial management.




As Command Financial Specialist, he conducted financial counseling, screening, and training for 15 Sailors.




Led 7 Assistant Command Financial Specialists through 113 counseling sessions and facilitated command indoctrination training for 73 Sailors.




As Command Financial Specialist, she provided 36 Sailors with constructive financial management guidance. Her efforts greatly increased the command personnel financial awareness and morale.




As the Command Financial Specialist, he facilitated 11 workshops covering topics including Tax preparation, Debt relief actions, Wise Investments, Home Buying, Budget for Babies, Credit monitoring, Credit Cards and their uses, retirement plans and investments, and household budgeting resulting in 11 Sailors gaining valuable financial training, 7 security clearance approvals and zero revocations.




Petty Officer Dolan demonstrated exceptional skill and motivation while processing more than 500 Sailors through the check-in process. As the Command Financial Specialist, he provided financial counseling and helped develop budgets for 250 Sailors.




As Command Financial Specialist, he conducted financial counseling, screening, and training for 60 service members and DoD civilians attached to the NCTAMS Detachment at Guantanamo Bay, Cuba.




AS A COMMAND FINANCIAL SPECIALIST, HE CONDUCTED 30 FINANCIAL CONSELINGS FOR SAILORS IN NEED AND STEERED THEM TO THE APPROPRIATE AGENCY FOR HELP.




AS COMMAND FINANCIAL SPECIALIST, HE UTILIZED KEEN FINANCIAL ATTRIBUTES TO MANAGE USS NEVERSAIL TADTAR BUDGET OF OVER $900,000 DOLLARS.




As Command Financial Specialist, he successfully completed 32 individual financial counseling workshops, effectively educating Sailors on budgeting and saving techniques necessary to be financially independent and stable.




CITED AS BEST COMMAND FINANCIAL SPECIALIST IN THE MID-WEST REGION, HIS MENTORSHIP AND GUIDANCE IN CORRECTING ERRONEOUS NEGATIVE CREDIT REPORTING POSITIVELLY IMPACTED THE FINANCIAL REPUTATIONS OF OVER 60 MEMBERS' FAMILIES.




AS THE COMMAND FINANCIAL SPECIALIST, HE SUPPLEMENTED DAY-TO-DAY MENTORSHIP WITH FINANCIAL COUNSELING FOR MORE THAN 60 MULTI-SERVICE PERSONNEL AND INCREASED FISCAL RESPONSIBILITY WHILE AT THE SAME TIME REDUCING INCIDENTS OF FINANCIAL HARDSHIPS.




As Assistant Command Financial Specialist, he mentored and counseled 12 Sailors and facilitated five monthly financial management briefs for Command INDOC. His efforts prepared Sailors and their families for deployments or TAD and reduced or eliminated financial suffering while deployed.




Chief Crago volunteered for and became NOSC Rochester's first ever Command Financial Specialist. He performed his duties with exemplary dedication to the Navy and to his Sailors. After obtaining his certification, Chief Crago immediately began scheduling and performing counseling sessions with Sailors at the NOSC and has delivered more than 40 hours of Personal Financial Management training to the entire center, changing the career path of Sailors that will ultimately positively impact the Unit and future Navy.




AS NAVSTA ROTA COMMAND FINANCIAL SPECIALIST, HE PROVIDED PERSONAL FINANCIAL MANAGEMENT CLASSES TO OVER 450 PERSONNEL DURING COMMAND INDOCTRINATION AND ROTA 25.




YN1 served as Command Financial Specialist, conducting 25 financial screenings in support of overseas assignment interviews and allowing junior sailors to execute their orders worry-free.




AS COMMAND FINANCIAL SPECIALIST, HM1 AUTHORED 8 QUARTERLY NEWSLETTERS WITH FINANCIAL TIPS ON SAVINGS, CREDIT CARD MANAGEMENT AND INCOME TAX EDUCATION.




AS THE COMMAND FINANCIAL SPECIALIST, HE PROVIDED FINANCIAL TRAINING TO 88 PERSONNEL THROUGHOUT THE COMMAND.




Embracing her role and responsibility as Command Financial Specialist, she fostered a heightened sense of financial awareness that facilitated increased fiscal responsibility through education and counseling and helped Sailors avoid financial hardships.




As Command Financial Specialist, she conducted 30 screenings and training sessions for over 300 Sailors increasing financial readiness throughout the command. In addition, she conducted Blended Retirement training for over 200 staff members, ensuring 100% contact and compliance.




As Financial Specialist, she presented five "Million Dollar Sailor" seminars and provided appropriate counseling and referrals which helped improve budget planning by 20 percent.




AS THE ONLY COMMAND FINANCIAL SPECIALIST, SHE ARRANGED 33 FINANCIAL COUNSELING SESSIONS, SAVING THE COMMAND $20,000 IN OUTSIDE AGENCY REFERRAL FEES.




Examples can be contributed using this form. Thanks!