Financial Plan Template

Create a roadmap to achieve your financial goals with this comprehensive Financial Plan Template. Get started today!
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Financial Plan Template

What is a Financial Plan?

A financial plan is a comprehensive plan created by an organization to assist in achieving its financial goals. It includes objectives, strategies, and tactics which guide the organization in managing its financial resources. The plan includes budgeting, financial forecasting, and cash flow projections. It also includes strategies for investment, debt management, and capital structure. The financial plan helps the organization to make better decisions, allocate resources efficiently, and understand the risks and opportunities associated with their financial activities.

What's included in this Financial Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Financial Plan template for?

This Financial Plan template is designed for financial analysts, business owners, and entrepreneurs. It provides a comprehensive guide to create a plan that outlines the company's financial goals and strategies. The template helps to identify key financial areas, set measurable targets (KPIs), and implement related projects to achieve the objectives.

1. Define clear examples of your focus areas

Focus areas are the broad categories that define the overall financial goals and objectives of a business. Examples of focus areas could include increasing revenue, reducing costs, and improving cash flow. It is important to define clear focus areas in order to create a roadmap for achieving the financial objectives of the business.

2. Think about the objectives that could fall under that focus area

Objectives are the specific goals that need to be accomplished within each focus area. For example, under the focus area of increasing revenue, objectives could include generating new customers and increasing the conversion rate. It is important to set measurable objectives to track progress towards financial goals.

3. Set measurable targets (KPIs) to tackle the objective

KPIs, or key performance indicators, are measurable targets that can be used to track progress towards achieving an objective. For example, under the objective of generating new customers, the KPI could be to increase the number of new customers by a certain amount. Tracking KPIs allows businesses to see the impact of their strategies.

4. Implement related projects to achieve the KPIs

Projects, or actions, are activities that need to be taken in order to achieve the KPIs. For example, under the objective of generating new customers, a project could be to increase marketing. Projects help to bring the financial objectives of the company to life.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade is a powerful strategy execution platform that allows businesses to easily track their financial goals and objectives. Cascade makes it easy to set KPIs and track progress towards those goals. With Cascade, businesses can quickly and easily see the results of their strategies and make adjustments as needed.

Getting started with your
Financial Plan Template
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Or import into an existing account