Get the loan financing you need to start up a financial consulting firm (or expand an existing business) with this easy-to-use Financial Consulting Services Business Plan template.

The purpose of the Business Plan is to secure a loan from a bank or other commercial lender for a firm that offers financial planning, tax preparation, investment counseling, and a variety of insurance products and services. The Plan contains language for both start-up firms and for an existing business which wants to expand. It includes:

• A market analysis and marketing strategy.


• A financial model.


• A Confidentiality Agreement to protect your proprietary information, such as financial data.


• Instructions in each section to help you complete the document.

You need a solid business plan in order to demonstrate to lenders and investors that your business venture is likely to succeed. This Financial Consulting Services Business Plan template is totally customizable to fit your needs.