Sample Comprehensive Financial Plan developed in XLFP V2 (Network FP)

7/30/2019 Sample Comprehensive Financial Plan developed in XLFP V2 (Network FP)

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Jnadamndi [ida Ldtf3 Cuaf ;4) 5;44 ]trnmtiy [rnvdtf * Mhajnlfatndi

[gninp Adrhagd * Jdbniy

Mhbprfgfasnvf Jnadamndi [ida hj

Orhual Jihhr) ^uodrdbe) Afxt th Bdrdtgha Afxtofa) Ihwfr [drfi " 7:?5;>5;7) Fbdni3 sdlnqufKaftwhr`jp!mhb) _fesntf3 www!aftwhr`jp!mhb

[rfpdrfl Ey

]dlnquf Affioual

MJ[ [rdmtntnhafr * Jhualfr) Aftwhr` J[


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Jnadamndi [ida hj [gninp Adrhagd dal Jdbniy

;4 Cuaf 5;44

[gninp Adrhagd


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]! Ah! ]fmtnha [dof Ah!

Fxfmutnvf ]ubbdry ]EN Bdoaub Mhatrd 'O. 6);;; ]N[Bhatgiy

]dvna s

4; ]ualdrdb"EA[[ ]fifmt Bnlmdp 'O. 6);;; ]N[Bhatgiy

]dvna s

4 Anjty Effs 4);;);;; Iubpsub Eda` Edidamf

5 Anjty Cuanhr Effs 4);;);;; Iubpsub Eda` Edidamf

4 GLJM 6);;; ULBhatgiy

]dvna s

5 ]tdtf Eda` hj Nalnd

] Ah [rhlumts Mhvfr [rfbnub ]hurmf Ohdi

4 INM Dbuiyd Cffvda =;);;);;; 46);;;

Nasurdamf

]urrfalfr

= GLJM ]tdaldrl Injf \frb =;);;);;; 46);;;Nasurdamf

]urrfalfr

4 Dphiih Buanmg Jdbniy Jihdtfr =);;);;; 4;);;;Nasurdamf

]urrfalfr

5 Adtnhadi Nasurdamf

4 Dphiih Buanmg

4 Edcdc Diindaz 4;);;);;; 46);;;Nasurdamf

]urrfalfr

\frb Injf Nasurdamf

Gfditg Nasurdamf

[frshadi Dmmnlfat

Mrntnmdi Niiafss

[rhlumt Ufmhbbfaldtnhas

Lnvfrsnjnfl Fqunty Butudi Juals

Fxmgdaof \rdlfl Juals 'F\Js.

Lfphsnts 'Mhrphrdtf ( Eda`.

[rfpdrfl ey ]dlnquf Affioual) MJ[MB [dof 45 hj =:


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Murrfat Jnadamndis

[rfpdrfl ey ]dlnquf Affioual) MJ[MB [dof 4= hj =:

Mhatfats


4 Namhbf Fxpfalnturf ]tdtfbfat 'Mdsgjihws. 4

6 Jnxfl Lfphsnts * Lfet Nastrubfats 5;

: Butudi Juals 54

? Fqunty ]gdrfs 55



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]!Ah! Daaudi Namhbfs Bhatgiy Daaudi & hj Namhbf

4 ]didry Namhbf 7?)6;; 4;)6;);;;5 [frjhrbdamf Ehaus 56);;; =);;);;;

= Eusnafss Namhbf ; ;

< Ufatdi Namhbf ; ;

6 Navfstbfat Namhbf ; ;

\htdi Namhbf 4)45)6;; 4=)6;);;; 4;;&

]!Ah! [drtnmuidrs Bhatgiy Daaudi & hj Namhbf

4 Nasurdamf [rfbnubs 'Navfstbfats. 7):57 4);=)6=5

5 Butudi Jual ]N[s ; ;

= Ufmurrnao Lfphsnts 'ULs. ; ;

< [[J(F[J ; ;

6 Htgfrs ; ;

7):57 4);=)6=5 7&

6)5=)>45 =>&

Ufouidr Navfstbfats

Namhbf Fxpfalnturf ]tdtfbfat

Namhbf 'Aft hj \dxfs.

Ufouidr Bhatgiy Navfstbfats

[htfatndi jhr Dllntnhadi Ufo Navfstbfats

[rfpdrfl ey ]dlnquf Affioual) MJ[MB [dof 4< hj =:


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]!Ah! [drtnmuidrs Bhatgiy Daaudi & hj Namhbf

4 Orhmfry * \hniftrnfs ?);;; 7&

4 Mihtgfs * Dmmfsshrnfs =);;; =:);;;

5 ]ghppnao) Onjts) _gntfohhls) Odlofts 4)6;; 47);;;

= Lnanao ( Bhvnfs ( ]phrts 4);;; 45);;;

< [frshadi Mdrf ( Htgfrs 6;; :);;;

6 Mhdmg " Jnadamndi) Jntafss) [frshadi 4)6;; 47);;;

6 \rdvfi * Daaudi Zdmdtnhas


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] Ah [drtnmuidrs \htdi Ohdis Bdppfl Ufbdr`s

4 ]dvnaos Eda`(Mdsg na Gdal =)7;);;; Mhatnaofamy) Mdr5 Ufmfnvdeifs ;

\htdi Inqunl Dssfts =)7;);;; 7&

4 Jnxfl Lfphsnts 4)=>);56 Nat! Zdmdtnha

5 [[J '[ueinm [rhvnlfat Jual. ;

= F[J + ]D + Ordtunty 4?);;)


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] Ah [drtnmuidrs \htdi Ohdis Bdppfl Ufbdr`s

4 Inqunl =)7;);;;5 Lfet 56)?4)?


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] Ah! \ypf [hinmy Adbf ]ub Nasurfl Daaudi [rfbnub NasurflFa

4 Gfditg Nasurdamf

5 Mrntnmdi Niiafss

= [frshadi Dmmnlfat

< Ghusfghilfrs [hinmy

6 Ghbf Ihda Dssurdamf

: Bhthr Nasurdamf Edcdc Diindaz AD 46)5?: Mdr 4

? Orhup BflnmidnbMhbpday

]phashrfl=);;);;; AD ]fij * ]phusf

7 Orhup [frshadi DmmnlfatMhbpday

]phashrfl4;);;);;; AD ]fij

\htdi [rfbnub 46)5?:

Murrfat Ofafrdi Nasurdamf [hinmnfs

[rfpdrfl ey ]dlnquf Affioual) MJ[MB


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] Ah [hinmy Adbf \ypf[rfbnub

d[[\ ]tdrt Ldtf

Bdturnty

LdtfInjf Mhvfr

]urrfalfr

Zdiuf

Bdturnty

Zdiuf^nfil

Ufmhb

aldtn

4 Falhwbfat [hinmy_ntg [rhjnts

Falhwbfat

=:)


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] Ah! NastrubfatNavfstbfat

Ldtf

Navfstbfat

ZdiufNatfrfst &

Murrfat

Zdiuf

Bdturnty

Ldtf

Bdturnty

Zdiuf

Ufmhbbfa

ldtnha

Ohd

Bdp

4 NMNMN JL 4>"Lfm";> 6;);;; 7!6;& 6:)"Lfm"45 :


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] Ah Jual AdbfHaohnao

]N[

Navfstbfat

Ldtf

Navfstbfat

Zdiuf

Murrfat

Zdiuf

Ufturas

'MDOU.

Ufmhbbfaldtn

ha

O

B

4Jnlfinty \dx Dlvdatdof Jual "

Lnvnlfal55"Dpr";> :;);;; :?)54; 6!6& Mhatnauf

5 @htd` =; Fqunty " Orhwtg 55"Dpr";> :;);;; :6);;; =!>& Mhatnauf

= L][ EU \hp 4;; " Orhwtg 55"Dpr";> :;);;; :4)?;; 4!=& Mhatnauf

< Ufindamf Najrdstrumturf Jual 55"Dpr";> 46);;; 4?)4?? :!:&]wntmg th Ufindamf

Orhwtg

6[rnamnpdi [frshadi \dx ]dvfr "

Lnvnlfal [d hut55"Dpr";> 4;);;; 45)=


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]r! Ah! ]mrnpt AdbfAh hj

]gdrfs

Navfstbfat

ZdiufMurrfat Zdiuf

Ufturas

'Deshiutf.Ufmhbbfaldtnha Ohdis Bd

4 Dldan [hwfr 5;; 5;);;; 54)65; ?!:;&

5 Drfvd \*L 4;; 5>):;; 5?);46 "7!?=&

= DWN] Eda` =6 =5);?6 =:);4; 45!5?&

< Edcdc Gnal 4;; 5;)4:= 4?)5;; "4

6 Egdrtn Dnrtfi 6; 4:);>; 4


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Juturf Ohdis



4 Jnadamndi [ida Dssubptnhas 5

? Uftnrfbfat [idaanao =;

7 Ghusf [urmgdsf =4

> Mdr [urmgdsf =5

4; Natfradtnhadi Zdmdtnha ==



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]!Ah! Dssubptnha Jnourf Jnourf

4 Najidtnha ?& ?&

5 Namhbf Orhwtg 4;& 4;&= Murrfat Dof

5"= fdr Diihmdtnha 4;!;;& ?6!;;& ;!;;& ;!;;& 46!;;& 4;;!;;&

5"= ^fdr Ufturas ;!6;& :!;;& ;!;;& ;!;;& 5!4;& 7!:;&

?"4; fdr Diihmdtnha ;!;;& 56!;;& 4;!;;& ;!;;& :6!;;& 4;;!;;&

?"4; fdr Ufturas ;!;;& 5!;;& 4!;;& ;!;;& >!4;& 45!4;&

44+ fdr Diihmdtnha ;!;;& 4;!;;& 4;!;;& ;!;;& 7;!;;& 4;;!;;&

44+ ^fdr Ufturas ;!;;& ;!7;& 4!;;& ;!;;& 44!5;& 4=!;;&

Uftnrfbfat Diihmdtnha 4;!;;& :6!;;& ;!;;& ;!;;& 56!;;& 4;;!;;&

Uftnrfbfat Ufturas ;!6;& 6!5;& ;!;;& ;!;;& =!6;& >!5;&

Nasurdamf Diihmdtnha 4;!;;& 6;!;;& 4;!;;& ;!;;& =;!;;& 4;;!;;&

Nasurdamf Ufturas ;!6;& !?;&

Jnadamndi [ida Dssubptnhas

]ue"mdtfohry

Ofafrdi Najidtnha

[gninp Adrhagd

[gninp Adrhagd

]ue"mdtfohry

Flumdtnha Mhsts

Inad Adrhagd

Inad Adrhagd

[gninp Adrhagd

[gninp Adrhagd Inad Adrhagd

Ihao

\frb

Namhbf

Ofafrdtn

ha

Ghbf Ihda

Inqunl

Lfet

Bflnub

\frb

? Dssft Ufturas

]ghrt

\frb

Navfstbfat Ufturas Dssubptnhas

Ufdi Fstdtf

Ohil

Inad Adrhagd

Inad Adrhagd[gninp Adrhagd

Fqunty

Zfgnmif Ihda

[rfpdrfl ey ]dlnquf Affioual) MJ[MB [dof 5< hj =:


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Mdimuidtnhas

]r! Ah! [drtnmuidrs Dbhuat Ufbdr`s(Ahtfs

4 Ghbf Ihda


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Minfat Ohdi ( Ufqunrfbfat

Lftdnis

]r! Ah! \ypf Mhvfr JhrDpprhx! Daaudi

[rfbnubUfbdr`s

4 Gfditg Nasurdamf = Id`gs Dii < 4;);;;

5 Mrntnmdi Niiafss 4; Id`gs ]fij+]phusf 46);;;

= [frshadi Dmmnlfat

< Bhthr Nasurdamf

6 Ghusfghilfrs [hinmy

: Ghbf Ihda Dssurdamf

\htdi [rfbnub 56);;;

Ofafrdi Nasurdamf Affls

[nmturf^hu whuil in`f th oft nasurfl jhr bflnmdi * htgfr

fbfrofamnfs sh tgdts tgf sntudtnha lhfsat lrdna hut

yhur dssfts(sdvnaos

[rfpdrfl ey ]dlnquf Affioual) MJ[MB [dof 5: hj =:

[idaafr Mhbbfats(Hesfrvdtnhas\ghuog yhu gdvf mhvfr jrhb yhur fbpihyfr ds efafjnt) nt ns nlfdi th gdvf yhur hwa

mhbprfgfasnvf gfditg mhvfr jhr dii jdbniy bfbefrs dal Mrntnmdi Niiafss phinmy!

[rfpdrfl ey ]dlnquf Affioual) MJ[MB [dof 5: hj =:


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Mdimuidtnhas

]tfps [drtnmuidrs Dbhuat Ufbdr`s(Ahtfs

4 Ghusfghil Fxpfasfs 54);;;

5 Injfstyif Fxpfasfs 44)6;;

= Lfpfalfat Fxpfasfs 6);;;

< Nasurdamf [rfbnubs 4)5?=

6 Ihda ]frvnmnao 54)

\htdi Murrfat Dssfts Vtninzfl 4)7;):=>

4 Lfjnmnt 'Juals Ufqunrfl"Dssfts Vtninzfl. ;

5 Ah! hj Bhatgs na ]dvnaos [frnhl 45

Bhatgiy ]dvnaos Ufqunrfl ;

[idaafr Mhbbfats ( Hesfrvdtnhas

Vtninzdtnha hj Murrfat Dssfts

Jrfsg ]dvnaos Ufqunrfl

_f gdvf dssnoafl tgf murrfat eda` edidamf dal shbf jnxfl lfphsnts thwdrls gdvnao d

mhatnaofamy jual na pidmf th bfft fbfrofamnfs!

[rfpdrfl ey ]dlnquf Affioual) MJ[MB [dof 5? hj =:


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Mdimuidtnhas

]tfps Lftdnis Ordludtnha [O Bdrrndof

[rfsfat Zdiuf hj Ohdi 4;);;);;; 4;);;);;; 6);;);;;

Ohdi Dof 47 55 5:

Ufbdnanao ^fdrs jhr Ohdi < 7 45

Ohdi ^fdr 5;46 5;4> 5;55

Fxpfmtfl Najidtnha hj Fxpfasfs ?!;;& ?!;;& ?!;;&

Juturf Zdiuf hj Ohdi 45)?6);77 4:)?4)=7; 4;)>6)

Falhwbfat [hinmy + Bhafyedm` 4;)=?)4;;

Cffvda Bntrd + Bhafyedm` ;;

Fqunty ]gdrfs ?)?=)4=5

Murrfat Dssfts Vtninzfl 4;)=?)4;; 45):7);=5 ;

[rfsfat Zdiuf hj Ohdis

Vtninzdtnha hj Murrfat Dssfts

Zficha/s Juturf

Minfat Ohdi ( Ufqunrfbfat

^hu whuil in`f th drrdaof 4; Id`gs jhr Ordludtnha dt

47 dal 4; id`gs jhr gns [O dt 55 dal 6 id`gs jhr

Bdrrndof dt 5: na thldy/s vdiuf!

[nmturf

[rfpdrfl ey ]dlnquf Affioual) MJ[MB [dof 57 hj =:

[frmfatdof hj Ohdi ha \rdm` 74& ?:& ;&

]ghrtjdii th bft ey Jrfsg Navfstbfats 5)=?)>77 )


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Mdimuidtnhas

]tfps Lftdnis Ordludtnha [O Bdrrndof

[rfsfat Zdiuf hj Ohdi 4;);;);;; 4;);;);;; 6);;);;;

Ohdi Dof 47 55 5:

Ufbdnanao ^fdrs jhr Ohdi : 4; 4))>4)?=6 4=);6)=?>

@hbdi Cffvda

Cffvda Egdrtn 4)76)


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Mdimuidtnhas

]tfps [drtnmuidrs Dbhuat Ufbdr`s(Ahtfs

4 Ghusfghil Fxpfasfs 54);;;

5 Injfstyif Fxpfasfs 44)6;;

< \htdi Bhatgiy Fxpfasfs =5)6;;

\htdi Daaudi Fxpfasfs =)>;);;;

4 Najidtnha ?!;;&

5 Ah! hj ^fdrs jhr Uftnrfbfat 4))?4?

5 ]upfrdaaudtnha ==)=6)54:

= Ordtunty 44)6?)47:\htdi Fbpihybfat Efafjnts K Uftnrfbfat 4)44);5)44>

[frmfatdof hj Ohdi ha \rdm` :6&

4 Lfjnmnt 'Mhrpus Ufqunrfl"Dssfts Vtninzfl. :;)=?)==4

< Fxpfmtfl Navfstbfat Ufturas 4=!;;&

6 Iubpsub Jualnao Ufqunrfl 'Nj Dvdnideif. 4;)=>)7;

Sample Comprehensive Financial Plan developed in XLFP V2 (Network FP)

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Transcript of Sample Comprehensive Financial Plan developed in XLFP V2 (Network FP)