An Actual Financial Plan!


FinancialPlanPicture.jpgI’m attaching that financial plan I was talking about earlier – so here it is in all it’s glory! I have to make some disclaimers: Nothing you read in here should be regarded as advice for you to take – it is simply an example as to the quality and depth a financial plan should go into.

Now you can compare your plan to a proper plan (well, at least in my eyes!)… and if you don’t have a plan maybe you’ll see what you should be looking for…

 Enjoy! :)

Click Here to Download Sample Financial Plan <– This is a Microsoft Word Document and is 720K

Click Here to Download in Adobe PDF Format  <– If you can’t open Word files, use this, but it is 2MB 




Preet Banerjee
Preet Banerjee an independent consultant to the financial services industry and a personal finance commentator. You can learn more about Preet at his personal website and you can click here to follow him on Twitter.
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  • SophieW


    I have been following your blogs for a little while now and just started going through your archives. I am really interested in seeing your financial plan but the link is broken… I’m not sure if this is because of your recent issues with a hacker or if you removed the file for some reason, but if you can find the time to fix the link I’d be very grateful :)