Encl. (2) to COMDTINST 5357.1A
Enlisted IDP Financial Goal-Setting Worksheet
Financial Topics
Supervisor is to explain to member the services available and the benefits of each. Refer to the EPME
Study Guide available at http://learning.uscg.mil/epme/. Work with member to set goals, if the
member desires to do so.
Direct Deposit
Savings Plan
Allotments
Debt Elimination
Leave & Earnings Statement (LES)
Investments
Government Credit Card
Credit & Loans
Checking Account/Debit Card
Meet with Financial Counselor
Thrift Savings Plan (TSP)
Coast Guard Mutual Assistance (CGMA)
E
Short -term Goals (This is usually 3 to 12 months out.):
Targeted Completion Date
xample: I want to start a retirement account by signing up for the Thrift Savings Plan
1)
Steps to take to reach goal:
2)
Steps to take to reach goal:
Long-term Goals (This is usually 1 to 5 + years out. ):
Targeted Completion Date
Example: I want to purchase a house.
1)
Steps to take to reach goal:
2)
Steps to take to reach goal:
Dept. of Homeland Security, USCG, CG-5357 (10 -05)
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