First-Year Budget

First Year Budget (1).png

Build Your Budget, then Your Business

Free Templates 

Thinking about starting your own RIA? Use XY Planning Network's First-Year Budget tool to help you understand and plan potential business expenses as you launch your own RIA. Our popular guide was recently updated to provide the most accurate projections possible.

The First-Year Budget includes:

  • Helpful spreadsheets such as First-Year Expenses, First-Year Revenue, 3-Year Revenue Projections and Personal Living Expenses
  • Case studies from three XYPN members with a look at their actual first-year expenses
  • NEW! Detailed descriptions of how much it really costs to start an RIA