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7+ Financial Plan Templates

Financial planning is really important, be it for personal or for business use. We must be responsible in handling our money. A personal and business financial plan aims to guide you on how to achieve your financial goals, how you should manage your financial activities, and how to build your money the way you want it. Have you tried making your own financial plan? Here are some helpful steps for you to start one.

5 Steps on How to Create a Financial Plan

Step 1: Know your current financial situation.

In preparing your financial plan, you have to determine your financial situation regarding your assets—your stocks, cash, market shares, bank deposits, as well as expenditures like loans, taxes, current bills, living expenses, etc. Having a list of your assets and expenditures would help you in planning your financial activities.

Step 2: Construct your financial goals.

You need to determine what you want your goals to be. They can be short-term, long-term, or immediate. Analyzing your financial goals and objectives would help you differentiate your wants and needs. This will serve as a guide for your financial plan to be more successful.

Step 3: Determine your possible courses of action.

After analyzing your financial goals and objectives, you must have corresponding courses of action to make your financial plan work. Decide on strategies that would help your current financial situation achieve the goals you set for them. You need to carefully analyze when you need to change your course of action for better performance of your financial plan.

Step 4: Review and implement your financial plan.

Review everything in your financial plan; you can’t miss an important detail that may affect the progress of the plan. When you have finalized your financial goals, strategies, and courses of action, you need to properly implement your financial plan. Monitor its progress and make sure it achieves the main objective of your plan.

Step 5: Evaluate and revise your plan.

Remember, financial planning is always a dynamic process. Evaluate the performance of your financial plan and create an assessment of your financial decisions. Change is also constant; there might be changes on personal, social, or economic factors that would cause you to adjust your financial decisions as well.

7+ Financial Plan Templates

1. Financial Plan Template

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Letter Sizes

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You need to know your financial status to avoid any complications in the near future. Handle your finances in the most feasible way with our Financial Plan Template. This template allows you to estimate your cash flows and assets. It already has content that can be personalized. Start editing this template by downloading and using it in any device you have.

2. Business Financial Plan Template

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Sizes

Download

It is important for a business to keep track of their financial status. Create a well-organized financial plan with our Business Financial Plan Template. It is professionally prepared template provides content that you can customize according to what’s suitable for your business. All you need to do is to download it in editing applications such as Google Docs, in any device you have.

3. Restaurant Financial Plan Template

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Letter Sizes

Download

Planning to build your own restaurant? You will need to have a financial plan in your business plan for that. Now, our Restaurant Financial Plan Template might fit what you need. This template is really convenient in terms of creating the content of your financial plan. It is ready-made and editable. All you need to do is fill in important details about your financial situation and you can start editing the template. Just download it in any device, and you are good to go!

4. Financial Budget Plan Template

Details
File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Sizes

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When creating a financial plan, there would always be budgeting. This Financial Budget Plan allows you to set a financial budget through financial planning. This template helps you outline your financial budgeting in a specific period of time. This is editable to your preferences. Download this template now and start making your financial budget plan.

5. Financial Plan Template

Details
File Format
  • MS Word
  • Pages

Size: US, A4

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This Financial Plan Template allows you to create an effective and feasible financial plan. This template is editable in any application supporting MS Word and Pages. You can easily edit, replace, and add details you need about your financial planning. Just download this template in different compatible devices, and you can make financial plans anywhere at any time.

6. Sample Financial Planning for Small Business

Details
File Format
  • PDF

Size: 580KB

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If you are having a hard in starting your own financial plan, you can try and check this sample financial plan specialized for small businesses like yours. This sample template allows you to track your income and expenditure easily. You can customize it according to the details needed for your business. Download this in PDF format to start customizing!

7. Sample Financial Planning

 

Details
File Format
  • PDF

Size: 1MB

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Want to plan your financial activities? Here is a sample of financial planning suitable for both personal and business financial planning. This would be a great reference in starting your own financial plan. Just download this sample in PDF format, and you will be able to edit it according to your preferences. It is easy to use and is available in any device you have in applications that support PDF.

8. Comprehensive Financial Planning Template

Details
File Format
  • PDF

Size: 1MB

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This Comprehensive Financial Planning Template is a good guide on how you can make a comprehensive and effective financial plan. This allows you to track your assets and expenditure in an efficient way and would help you achieve your financial goals. This is downloadable in PDF format from any device. Start managing your financial activities with our sample financial plan

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