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Ask yourself these questions; am I aware of my expenses? Did I make the right investment decisions? A practical tool to help you answer these questions is a financial plan. This plan covers all your financial assets and liabilities. Here is a list of templates and steps that can help you track your money needs.

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5 Steps in making a Financial Plan

Step 1: List all your financial activities.

A financial plan includes all the economic activities of an individual or corporation. The net worth should be calculated. This is done by computing both liabilities and assets and then subtracting the liabilities from the assets. Liabilities include debts, mortgages, and loans. On the other hand, your assets can be in forms of investments, money stored in the bank, or a valuable land area.

Step 2: Develop financial goals.

The main goal of a financial plan is to achieve the set of business goals in the long run. A set of financial goals should be devised during the analysis of your current financial status. These goals may include savings for future plans or the costs for starting up a new venture or for business expansion.

Step 3: Devise strategies.

Come up with strategies that can efficiently achieve the set of goals. You can research for well-known and established strategies that are proven to be effective. You can have a trial and error process with a certain strategy and have some revisions to fit in well with your current situation. Following these financial strategies do not have to be rigid; you can combine it with other methods.

Step 4: Choose a professionally written template.

Once all the analysis is done, you can choose an editable and printable finance template with original written content. With the use of this model, you can edit the highlighted parts of the template to fit your personal or company’s financial situation and goals. Using a ready-made template also makes the process easier and lessens the hassle.

Step 5: Implement strategies and enhance.

Once all the data is set, you can now implement the set of financial strategies that can achieve the goals. At this stage, it is also best to enhance the strategies that are for the improvement of the process. Take note that your plan should be permissible to sudden changes.

9+ Financial Plan Templates

1. Financial Plan Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Letter Sizes

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It is crucial in a financial plan to indicate the money source and on how it will benefit the company. This plan template also includes the projected expenses of the company, which are mainly future projects and training programs for company employees.

2. Financial Plan For Start-Up Business Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Letter Sizes

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A startup company needs to keep track of all its finances to ensure stability over time. A financial plan is also vital for these companies to determine the steps to achieve financial breakeven. This Financial Plan For Startup Busisness Template is compatible with Google Docs, MS Word, and Pages.

3. Business Financial Plan Template

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File Format
  • Google Docs
  • MS Word
  • Pages

Size: Available in A4 & US Sizes

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A financial plan is essential to keep a company in check. This plan keeps track of the expenses and cash-in flow of the business. It is vital to include the projected costs of the company for proper budget allocation. These projected costs may consist of employee training, investments, and expansion.

4. Monthly Financial Management Report Template

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File Format
  • MS Word
  • Pages

Size: A4, US

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If you want to keep track of your expenses in a more detailed manner, you can use this Monthly Financial Management Report Template. This financial plan provides a more in-depth analysis of your economic activities in different months. This printable template is compatible with both MS Word and Apple Pages.

5. Restaurant Financial Plan Template

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File Format
  • MS Word
  • Pages

Size: US, A4

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A financial plan for a restaurant can include even the smallest expenses of your establishment. This expenses may consist of the monthly rent, payment for fresh produce every day, and the salary of the restaurant’s employees. This plan can also include an analysis of the costs of dishes.

6. Financial Plan Template

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File Format
  • MS Word
  • Pages

Size: US, A4

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A financial plan is not only suited for company use, but it can also be for personal use. An individual can use this plan to keep track of insurance and retirement investments. This tool can also be essential in computing one’s taxes within a payment period. Your daily cashflow can also reflect in this plan template.

7. Free Financial Planners Datasheet Template

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File Format
  • Illustrator
  • InDesign
  • MS Word
  • Pages
  • Photoshop
  • Publisher

Size: Available in (A4) 8.27×11.69 inches + Bleed

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Devising a financial plan may be an additional burden for some companies that have a lot of things on their plate. You can advertise your financial planning services to third party companies with the use of this customizable template. You can include a short description of your company’s services and its advantages.

8. Free Financial Planner Template

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File Format
  • Illustrator
  • InDesign
  • MS Excel
  • MS Word
  • Numbers
  • Pages
  • Photoshop

Size: Available in (A4) 8.27×11.69 inches + Bleed

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This blank financial planner is perfect for young adults in keeping track of their daily expenses. It has a sleek and clean design with original letterheads. This planner tracks the costs, savings, and the products/services that you paid for. It also has a section for important matters where you can indicate future bills that you need to settle.

9. The Research Foundation – Final Financial Plan

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  • PDF

Size: 867 KB

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This financial plan conducted by the Research Foundation focused on the economic activities of the State University of New York for an incoming school year. It provided an analysis of the university’s revenues, fund sources, and various investments. This plan is an essential resource material for companies who are currently formulating their financial plan for the next fiscal year.

10. The Chin Family Financial Planning

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File Format
  • PDF

Size: 2 MB

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This resource material is perfect for those who have less idea about the nature of a financial plan. The Chin Family is a Hong Kong-based company which aims for everyone to be financial literate. In this particular output, its primary goal is to describe the nature and uses of a financial plan. This material also indicates some steps and things to consider in making a plan of your own.

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