Personal Financial Plan Five Year 5 Yr. Data Totals Year Year 1 Year 2 Year 3 Year 4 Year 5 Total 5 Yr. Total Income 5 Yr. Total Expenses Income 5 Yr. Total Savings Salary Interest Dividends 50 50 5 Yr. Total Savings Other Emergency Fund Person Total Income Personal Investments Retirement Fund Req. Expenses Retirement Inv. to Date Fixed Expenses Housing Insurance 3660 36 60 3660 Car Payments Investments Retirement Other 50 Total Fixed Expenses 50 Variable Expenses Donations (Tithing, etc.) Food Clothing Utilities Home Maintenance 3 Entertainment Gifts Charge Payments Transportation (Fuel etc.) Other Total Variable Expenses Taxes Total Expenses Savings/Investments 

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5-YEAR FINANCIAL PLAN Company Name FORECASTED REVENUE Product 1 Product 2 Product 3 Product 4 TOTAL OF FORECASTED REVENUE COST OF GOODS SOLD Product 1 Product 2 Product 3 Product 4 TOATL COST OF GOODS SOLD ANNUAL MAINTENANCE, REPAIR AND OVERHAUL Factor (%) on capital equipment ASSET DEPRECIATION Number of Years TAX Annual Tax Rate INFLATION Units sold annually Average 250 price per unit 125.00 Annual revenue per product 31,250.00 430 100.00 43,000.00 210 65.00 13,650.00 540 25.00 13,500.00 101,400.00 Expected gross margin 30% Annual cost of goods sold 25% 9,375.00 10,750.00 25% 3,412.50 30% 4,050.00 27,587.50 15% 5 30% Annual Inflation Rate 2% PRODUCT PRICE INCREASE Annual Price Increase 2% FUNDING Loan Amount 50,000.00 Annual interest rate 5.00% Term of loan (months) 60 Monthly rate 0.41% Payment 941.02 Total Amount Payable 56,461.20 5-YEAR FINANCIAL PLAN Company Name FORECASTED REVENUE Product 1 Product 2 Product 3 Product 4 TOTAL OF FORECASTED REVENUE COST OF GOODS SOLD Product 1 Product 2 Product 3 Product 4 TOATL COST OF GOODS SOLD ANNUAL MAINTENANCE, REPAIR AND OVERHAUL Factor (%) on capital equipment ASSET DEPRECIATION Number of Years TAX Annual Tax Rate INFLATION Units sold annually Average 250 price per unit 125.00 Annual revenue per product 31,250.00 430 100.00 43,000.00 210 65.00 13,650.00 540 25.00 13,500.00 101,400.00 Expected gross margin 30% Annual cost of goods sold 25% 9,375.00 10,750.00 25% 3,412.50 30% 4,050.00 27,587.50 15% 5 30% Annual Inflation Rate 2% PRODUCT PRICE INCREASE Annual Price Increase 2% FUNDING Loan Amount 50,000.00 Annual interest rate 5.00% Term of loan (months) 60 Monthly rate 0.41% Payment 941.02 Total Amount Payable 56,461.20

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template for a fiveyear financial plan for an individual It outlines sections for income expenses sa... View the full answer