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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.

First Year Budget Projection cover landscape