LEYTE NATIONAL HIGH SCHOOL

TACLOBAN CITY, LEYTE

FINANCIAL PLAN

SUBMITTED BY:Marivic D. Solayao

Section: 12-Proprietorship

SUBMITTED TO: Ma’am Anabelle Pilande

SETTING OBJECTIVE
1. retail clothing stores should have 2,250,000 Pesos in start-up costs to help with these purchases.
2. Save money worth Php. 600,000 and travel in other countries with my family.
3. building a house, and buying an existing one is cheaper in these places and worth Php
2,000,000

DATA GATHERING
I work as an Accounting in Land Bank Inc. and has a salary of 12,000 and I have my own
business in retail Clothing Stores with the minimum Profit margin for retail Clothes are generally within a
range of 4% to 13% per month and It is managed by myself.

DATA ANALYSIS

Source of Income Monthly Profit Yearly Profit Total Profit 15 years

Work as an 12,000 144,000 2,160,000

Accountancy

Owner of a retail 72,000 864,000 12,960,000

Clothing store

TOTAL 84,000 1,064,000 15,120,000

Goal/Objectives Need/Required Money Money saved per Money saved per

month Year

My own retail 2,250,000 267,980.80 6,760.89

Clothing store

Travel other country 800,000 60,000 23,777.87

Build a house 1,600,000 111,768.77 9,333.33

TOTAL 4,650,000 439,749.57 39,872.09

FINANCIAL PLAN RECOMMENDATION

1. Invest for a Long Term

2. Spend less to avoid excessive debt

3. Manage your debt properly to be safe from debt

PLAN MONITORING
Check in on a regular basis to ensure that the fund is growing like you wanted to. If there is any
issue/problem consider investing in other assets.