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Personal Financial Plan Sample

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.

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Kim Del Agua
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2K views8 pages

Personal Financial Plan Sample

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.

Uploaded by

Kim Del Agua
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd

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!!!

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