The financial section in a business plan is divided into three segments - income statement, cash flow projection and the balance sheet, along with a brief analysis of these three statements.These three important statements are the bird view of financial stats of your organization. By the time you finish this section, you'll be able to go through the steps you need to take and the financial resources you'll require to accomplish your goals. Three-year projections are typically adequate, but some investors will request a five-year forecast. Ernst & Young’s Financial Planning for Women. 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This is a basic plan that gives you an idea of how we work with our clients. Retirement: Rebecca would like to retire at age 65, and Nathan would prefer to retire when he is 67. Short-term goals include those that can be accomplished within a year or so. PDF; Size: 329 KB. Click to download our 3-year financial plan template: Business plan template Excel free. Milwaukee Journal. Financial plans are written, organized strategies for maintaining financial health and accomplishing financial goals. This is a process by which someone can better understand his future plans or long-term goals, or where his career is heading. The only reason I took this long to make it is sheer boredom. Mid-term goals are those that take one to 10 years to accomplish. SAMPLE FINANCIAL PLAN Prepared for Jack and Jill Johnson Presented by: Joseph S. 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