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9+ Financial Plan Templates

To lead a stress-free life it is crucial to see that our income sources are enough to bear our expenses. But improper planning can mess up everything. Hence it is important to plan wisely which demands need to be satisfied first so that everything goes on smoothly. A financial plan template can help you with this. Writing a financial plan can be challenging if you’ve never done it in the past, so let’s tell you how you write one.

95+ FREE PLAN Templates - Download Now Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Google Docs, Apple (MAC) Pages, Google Sheets (SPREADSHEETS), Apple (MAC) Numbers, Microsoft Publisher

5 Steps to Write a Financial Plan

Step 1: Analyze Your Present Financial Situation

This is an important step where you have to determine your assets and expenditure clearly. Assets include your money in hand, private properties, mutual funds, investment in stock, share market, etc. Expenditure includes home or car loan, medical debt, credit card due amount, current bills, etc.

Step 2: Build a Proper Financial Goal

The financial goal may be determined in short, intermediate and long term goals. It is based on what you wish your life should be today, in upcoming years and after retirement. By keeping this in mind you can outline how to proceed systematically to achieve these goals.

Step 3: Determine Your Alternative Course of Action

Carefully analyze the available options to reach your financial goals. You need to decide whether your current situation can help you to reach the target or you have to change the course of action right now or in the near future. Choose the plan which saves money.

Step 4: Create Strategies to Reach Your Goals

Once you are done with deciding your short, intermediate and long term plans, now it’s time to take action. For this, you need to work upon building strategies to pursue your goals. Keeping in mind the present situation, decide which strategy you will implement to achieve the target that is right in front of you.

Step 5: Review Your Financial Plan

After performing all the above steps you will be very clear with the picture of your goals and strategies to achieve them. But it is necessary to review your financial plan one last time to make sure you haven’t missed any important points related to any step. Let’s take a look at some samples.

9+ Financial Plan Templates

1. Free Financial Plan Template

Details
File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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This financial plan template in Pages can be used effectively to track your income and expenditure, It is multipurpose and can be utilized both for your personal as well as business purposes. This financial plan template is fully customizable in all file formats and readily supports Google Docs.

2. Fascinating Financial Plan Template

Details
File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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This is a sample financial plan template that can be utilized to sort out your finances. It is available in A4 and US Sizes. It supports Google Docs and Sheets. It also goes well with Mac OS and Windows. It can be edited as needed and is ready to be print.

3. Simple Financial Plan Template

Details
File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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If you are dreaming to open a restaurant and wish that your business is successful, then the first step is to make a business plan. To ease your work, here is a well-constructed restaurant financial budget plan template that will help you to determine your assets and liabilities and guides you in achieving your target.

4. Editable Financial Plan Template

Details
File Format
  • Google Docs
  • Google Sheets
  • Excel
  • Word
  • Numbers
  • Pages

Size: A4 & US

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With this 5 year financial plan template, you can manage your finances both for your home and business. This will help you to utilize your income and resources in an efficient manner and thus it helps you to reach your target within a specified period of time without facing any problem.

5. Financial Plan Template Sample

Details
File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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This business financial plan template is best for those who are financial advisors and want to improve their skills to deal with the clients. This template helps you to manage your client’s finances effectively and enables you to give the best advice to them related to finance.

6. Professional Financial Plan Template

Details
File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

Download

With this professionally built financial business plan template, you can achieve your shot, intermediate and long term goals within the specified budget. It helps you to outline your actual budget within a specific period of time. It is fully customizable and can be edited as per your needs.

7. Sample Financial Plan Template

Details
File Format
  • Word
  • Pages

Size: US, A4

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This is a six-page document that is available in the US and A4 Sizes. It supports MS Word and Pages. This financial business plan template can help you to keep an eye on your expenses and incomes which will help you to track whether you are moving in the right direction or not.

8. Impressive Financial Plan Template

Details
File Format
  • AI
  • InDesign
  • Word
  • Pages
  • PSD
  • Publisher

Size: A4

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This financial plan template in Word is quite eye tempting and uses beautiful colors, graphics, and artworks that make it even more attractive. This template can help you to advertise your company’s capabilities and features. The template is available for download in all file formats.

9. Remarkable Financial Plan Template

Details
File Format
  • AI
  • InDesign
  • Excel
  • Word
  • Numbers
  • Pages
  • PSD

Size: A4

Download

This financial plan template helps you to create a brilliant financial planner that is capable to track your progress towards achieving your financial goals. It is editable and you can change to the color of the template as per your choice. It is ready to print a document.

10. Standard Financial Plan Template

Details
File Format
  • DOTX

Size: 93KB

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This business financial plan template provides you with the guidelines to prepare a feasible financial plan for your company. It helps you to analyze every aspect of your business such as income sources, liabilities, funds, etc and helps you to create realistic goals and strategies to achieve them.

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