Financial Business Plan

We are excited to be launching a new business, (name of business and brief description of what the company will do). With any launch, having a financial plan is one of the keys to success, and we would like to involve students in creating one for our new venture. This will involve several different steps for the students, including: Learning about our business strategy from various employees to become familiar with our goals, mission, and products. Creating forecasts using Excel (or another financial software) for sales in the first year of operation as well as an income projection (conservative and aggressive). Working with our team to develop an expense budget. Conducting a break-even analysis timeline using financial projections. Reporting on projected assets and liabilities. Including visual comparisons such as graphs and charts to show the differences between the conservative and aggressive income projection.

Financial Coaching Documentation Enhancement

Hi Finance aims to enhance the consistency and efficiency of its financial coaching and planning services for post-secondary students and recent graduates. The project involves translating existing workflows and service models into comprehensive technical playbooks, process documentation, and internal guides. These documents will serve as valuable resources for both internal teams and clients, ensuring a standardized approach to service delivery. The project will focus on capturing the nuances of financial coaching processes, identifying areas for improvement, and providing clear, actionable guidelines. By doing so, Hi Finance seeks to streamline operations and enhance the overall client experience, ultimately supporting students and graduates in achieving their financial goals.