Scribd Logo
Upload

Welcome to Scribd!

  • 374 views

    Personal Financial Plan Sample

    Uploaded by

    Kim Del Agua
    This document presents Chennie S. Sapurco's financial plan from 2020 to 2069. It begins with an overview of their current financial situation, including assets of ₱49,500 and no liabilities, giving a net worth of ₱49,500. It then outlines short, intermediate, and long-term financial goals. The plan evaluates strategies for achieving these goals, considering pros and cons. Specific financial plans are then presented for the 2020s through 60s, with goals, target amounts, and strategies for savings, investments, real estate purchases, business ventures, donations, and eventually enjoying the fruits of earlier investments.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd

    Personal Financial Plan Sample

    Uploaded by

    Kim Del Agua
    374 views8 pages
    This document presents Chennie S. Sapurco's financial plan from 2020 to 2069. It begins with an overview of their current financial situation, including assets of ₱49,500 and no liabilities, giving a net worth of ₱49,500. It then outlines short, intermediate, and long-term financial goals. The plan evaluates strategies for achieving these goals, considering pros and cons. Specific financial plans are then presented for the 2020s through 60s, with goals, target amounts, and strategies for savings, investments, real estate purchases, business ventures, donations, and eventually enjoying the fruits of earlier investments.

    Original Description:

    A financial plan with 30 years duration.

    Original Title

    PERSONAL FINANCIAL PLAN SAMPLE

    Copyright

    © © All Rights Reserved

    Available Formats

    PPTX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document presents Chennie S. Sapurco's financial plan from 2020 to 2069. It begins with an overview of their current financial situation, including assets of ₱49,500 and no liabilities, giving a net worth of ₱49,500. It then outlines short, intermediate, and long-term financial goals. The plan evaluates strategies for achieving these goals, considering pros and cons. Specific financial plans are then presented for the 2020s through 60s, with goals, target amounts, and strategies for savings, investments, real estate purchases, business ventures, donations, and eventually enjoying the fruits of earlier investments.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    374 views8 pages

    Personal Financial Plan Sample

    Uploaded by

    Kim Del Agua
    This document presents Chennie S. Sapurco's financial plan from 2020 to 2069. It begins with an overview of their current financial situation, including assets of ₱49,500 and no liabilities, giving a net worth of ₱49,500. It then outlines short, intermediate, and long-term financial goals. The plan evaluates strategies for achieving these goals, considering pros and cons. Specific financial plans are then presented for the 2020s through 60s, with goals, target amounts, and strategies for savings, investments, real estate purchases, business ventures, donations, and eventually enjoying the fruits of earlier investments.

    Copyright:

    © All Rights Reserved
    Download as PPTX, PDF, TXT or read online from Scribd
    Download as pptx, pdf, or txt
    of 8
    At a glance
    Powered by AI
    The key takeaways are the current financial situation, goals for different time periods (short term, intermediate, long term), proposed strategies and their pros and cons, and financial plans for different decades.

    The short term goals are savings, emergency fund and college fees. Intermediate goals are job allowance, insurance, mutual funds and property. Long term goals are family, insurance, investments and travel.

    The strategies proposed are early personal investments, preventing debts, gaining money management skills and numerous long term investments. The pros are preparation for future and higher returns, while the cons are limited spending now and stress of work.

    FINANCIAL

    PLAN
    2020-2069
    Presenter: Chennie S. Sapurco
    BSBA FM-2B
    CURRENT FINANCIAL SITUATION

    ASSETS (What I own) LIABILITIES (What I Owe)


    Cash on hand ₱ 1,500
    Current Bills -
    Savings account 2,000
    Money owed to me 500
    Total Cash Equivalents: ₱3,500 Outstanding Debt -
       
    Specific items of value ₱ 36,000
     Cellphone
     Laptop

    Other personal property 10,000 Total Assets: ₱49,500


    Total Personal Property: ₱46,000 Total Liabilities: ₱0
    Total of all assets: ₱49,500 ₱49,500 – ₱0= ₱49,500
    Net Worth: ₱49,500
    MY FINANCIAL GOALS
    SHORT-TERM GOALS INTERMEDIATE GOALS
     Savings  Allowance for COLLEGE
     Emergency With an amount a job DAYS With an amount
    fund COLLEGE of 4,000-2,000 of 10,000-
    DAYS (monthly of  Insurance 1,000,000
     For school 100-500) WORK AND (monthly of 417-
    fees  Mutual fund BUSINESS 19,000)
     Property

    LONG-TERM GOALS
     Family
     Insurance WORK AND 100,000-1,000,000
     Investments BUSINESS up

     Travel
    STRATEGY EVALUATION
    PROS CONS
     Increase early personal investments.  Don’t have chance to purchase other things.
     Prevent having any debts.  Loss of enjoyment of cash.
     Preparation for any future fees.  Limited cash.
     Gain knowledge on how to properly manage money.  Failure to enjoy life with money.
     Higher chance for numerous investments.  Need to focus in my priorities.
     Lots of opportunity.  Need to budget my income.
     Be profitable and wealthy.  Might be stress in doing all the work.
     Be a pro in proper allocation and budgeting of money.  Failure experience other things in life.

     Have investments by myself.  Longer time to take.

     Increase self-value.  Face lots of failure.


     Will possibly have a higher amount of return after years of
    investments.
     All dreams or hopes will be achieved.
     Became strong and wise in making decisions.
    MY FINANCIAL PLAN 20’s MY FINANCIAL PLAN 30’s
    GOALS AMOUNT STRATEGY GOALS AMOUNT STRATEGY
     Savings  Avoid much  Continue earlier  Awareness
    spending savings
    10,000-200,000 investments 90,000-
     Family up (monthly of  Directly etch. 1,000,000 up
    400-15,000 up) deposit (monthly of
    money  Stocks 1,000-15,000  Research

     Insurance  Research  Start of business up)  Be focus


     Insurance for
     Mutual fund  Be family
    responsible
     Car  Be wise
    MY FINANCIAL PLAN 40’s MY FINANCIAL PLAN 50’s
    GOALS AMOUNT STRATEGY GOALS AMOUNT STRATEGY
     Continue  Look for  Continue earlier  Ask for others
    earlier savings credentials savings opinions/
    investments investments etch 500,000- consultation
    etch 600,000- 2,000,000 up
    1,500,000 up  Improvements (monthly of  Have a list of
     Increase (monthly of  Research companies
    10,000-
    amount to 10,000-15,000  Purchase real 20,000 up)  Make a
    invest up) property comparison
     Invest in real  Time
     Additional  Research
    property management
    investments
     Additional  Be practical
     Be prepared
    investments
     Donate
    MY FINANCIAL PLAN 60’s

    GOALS AMOUNT STRATEGY


     Continue earlier  Be wise and
    savings investments responsible
    etch 600,000-2,000,000 up
    (monthly of 10,000-
    20,000 up)
     Additional  Research
    investments
     Enjoy what I have  Have fun
    THANK YOU!!!

    You might also like