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Hersch MBA CFP Financial Adviser Eagle Strategies 51 Madison Avenue Room 151 New York NY 10010 212 576-5636 Financial Adviser offering investment advisory services through Eagle Strategies LLC a registered investment adviser. We recognize that this means we will have to grow more slowly than we might like. SAMPLE FINANCIAL PLAN Prepared for Jack and Jill Johnson Presented by.

We cant push our clients hard on collection days because they are in larger companies and will normally have marketing authority. We estimate that the agency will not be profitable until the second year of operation. The most important factor to our success is collection days.

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