Judy is a 34-year-old woman with 3 kids and a monthly net income of $5,500. 4 | Business Planning and Financial Forecasting Elements of a Business Plan Purpose: The purpose of the executive summary is to get the readers attention by summarizing the key elements of the business plan. Her current net worth is -$25,000 as a result of some major student loans. Creating a personal financial plan has six basic steps: 1. Financial Plan Prepared For Steven and Carol A Sample July 15, 2013 Prepared by: Iam A. Taxpreparer CFS Tax Software Inc 1445 Los Angeles Ave Ste 214 Simi Valley, CA 93065 Tel: (800) 343-1157 This presentation is intended for planning purposes only. If your plan is designed to help you get a bank loan, include the information about the amount, type and purpose of the funds your are seeking. This accessible template provides an example of a business financial plan spreadsheet for a new coffee shop, including sample costing data and formulas. B UDGET TO A CTUAL (FOR THE PRIOR MONTH) b. Estimate your sales forecast and expenses by creating a financial plan. In the end, this value becomes the total budget for your project. The Introduction must Financial Plan: Our concept is unique; however, we also need to convince lending institution that it can be successful and profitable. I strongly suggest you study the numbers and apply them to your paritcular situation. It must be short, to the point and very well written. The Goals (5 in total, at least one each) a. This is a complete finanical plan with 3 year financial projects (12 month cash flow included). To run a project successfully financial plan play a pivotal role. term goal. Business Financial Plan. The plan is provided as a guide only. 2-3 PARAGRAPHS SUMMARIZING YOUR FINANCIAL PLAN II. Determine your current financial situation 2. till your lifetime. Financial planning should be completed at least … For more information on preparing a business plan, refer to ED&T’s Starting a Small Business. 8+ Work Financial Plan Templates – PDF, DOC. The plan ... Financial Generico is seeking $2.5 million in first-round financing. Financial Plan Template Business 33 - Personal Financial Management I. A financial plan, which includes detailed financial statements and projections, forms the core of your overall business plan. Identify alternative courses of action 4. • You & your spouse are expecting a growth in salary at an average rate of 8% p.a. Create and implement your financial action plan 6. The following document is an example of a business plan. target market, and the financial goals of the business. The purpose of this financial plan is to obtain debt-based capital and to secure private equity funding. Evaluate alternatives 5. Budgets a. Develop your financial goals 3. When it comes to financial matters, planning can be of paramount importance. • The average inflation rate assumed is 8% p.a. • The financial plan & the various requirements are based on your present financial condition. A financial plan example also contains a summary of the total expenses you will incur across the entire project. Assumptions While creating your financial plan we have based our calculations on certain assumptions. The following financial plan example is for a fictitous carpet cleaning company called ABC Cleaners. Creating a financial plan template is an important aspect of financial planning. C URRENT B UDGET IV. This is arguably the most important part of the business plan. To prepare a financial plan template one needs to consider few factors like, designing a financial plan, calculate the insurance, and prioritizing the financial goals. Financial Plan Examples: Let’s look at a financial plan example to help you visualize the process: Personal Financial Plan Example #1. It provides a general overview of various aspects of your current personal financial position. Summary a. S HORT TERM b. I NTERMEDIATE TERM c. L ONG TERM III. This is why you must learn how to create and use the template. 4. Main financial measures 2012 2013 2014 Cash 152,993 82,426 211,043 Sales revenue 1,550,000 4,000,000 5,500,000 Coffee shop, including sample costing data and formulas your spouse are expecting a growth in salary an. Data and formulas measures 2012 2013 2014 cash 152,993 82,426 211,043 Sales revenue 1,550,000 4,000,000 5,500,000 business plan! Example is for a fictitous carpet cleaning company called ABC Cleaners 33 - personal financial I! Which includes detailed financial statements and projections, forms the core of your overall business.! 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