.png?width=794&name=First%20Year%20Budget%20(1).png "First Year Budget (1).png")
First Year Budget Projection Template
Build your RIA budget, then your business
What's included in the First Year Budget Projection?
- Spreadsheets such as First-Year Expenses, First-Year Revenue, 3-Year Revenue Projections, and Personal Living Expenses
- Case studies from three XYPN members looking at their actual first-year expenses
- Detailed descriptions of how much it really costs to start an RIA
Our First Year Budget Projection will guide you in making the most accurate projections possible, helping you understand and plan for potential business expenses as you launch your own RIA.
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
- Detailed descriptions of how much it really costs to start an RIA
