Free Finance Budget Allocation Questionnaire Template
Finance Budget Allocation Questionnaire
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Prepared By: [Your Name] |
Date: [Month Day, Year] |
1. Financial Goals
a. Short-term financial goals (within the next year):
b. Mid-term financial goals (within 3-5 years):
c. Long-term financial goals (10+ years):
2. Expense Breakdown
Please provide estimated monthly or annual expenses in the following categories:
Personnel Costs:
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Personnel Costs: |
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Personnel Costs: |
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Marketing and Advertising: |
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Research and Development: |
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Technology and Software: |
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Debt Servicing: |
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Investments and Growth Initiatives: |
3.Budgeting and Financial Management
a. Describe the company's current budgeting process.
b. On a scale of 1-10, how effectively does the company adhere to its budget?
c. What are the major challenges in maintaining the budget effectively?
4. Financial Priorities
Please prioritize the following financial objectives (1 being the highest priority):
a. Building company reserves or emergency funds
b. Expanding into new markets or services
c. Reducing company debt
5. Risk Assessment
a. Describe the company's risk tolerance in financial decision-making:
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Low
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Moderate
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High
b. Is the company open to exploring higher-risk, higher-reward investment options?
6. External Support and Advice
a. Has the company previously consulted financial advisors, analysts, or sought external financial guidance?
b. What specific financial advice or support does the company require?
7. Additional Comments
Is there any additional information or context about the company's financial situation or objectives that you would like to share?
