FP2 - The Multi-Year Plan

Service Description

Duration: 12 weeks Price: $25,000 Tier: Mid-size church (250-1,500 attendance) For: Executive pastors and boards ready to move from year-by-year budgeting to multi-year strategic financial discipline What you get - A complete picture of your church's financial position across 6 domains - A 3-year financial model with base, recommended, and stress-test scenarios - Eight prioritized recommendations with owners, deadlines, and measurable outcomes - A board-ready document and presentation that builds confidence and alignment - 12-month implementation roadmap with quarterly checkpoints Included deliverables - Written Financial Health Assessment + Multi-Year Plan — 20 to 30 pages - 3-year editable financial model in Excel (yours to keep and update) - Three scenario projections (base / recommended / downside) - Eight prioritized recommendations with detailed implementation guidance - One-page executive dashboard PDF - 12-month implementation roadmap - 90-minute board presentation with Q&A - Two follow-up check-in calls at 30 and 90 days post-engagement Typical next step Fractional CFO retainer ($8,000/month) for 12-month implementation support — or SP-2 to convert financial recommendations into a broader strategic plan.