---
title: "AI Quick Tips 106: Quick Prompt to Create a Financial Plan"
description: Learn how to create a comprehensive financial plan for your new business using AI tools, with a practical prompt template for monthly projections and budgeting.
image: https://thoughtsbrewing.com/hubfs/AI%20Quick%20Tips-1.jpg
---

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# AI Quick Tips 106: Quick Prompt to Create a Financial Plan

 December 5, 2024

![Picture of Damien Griffin](https://app.hubspot.com/settings/avatar/20cb51297a34e5d5d7c3362ec1fae755) [Damien Griffin](https://thoughtsbrewing.com/blog/author/damien)

![AI Quick Tips](https://thoughtsbrewing.com/hubfs/AI%20Quick%20Tips-1.jpg)

If you are finally going to start that business but you aren’t strong with the financial side, use an AI tool to get you started with the planning piece *(you may also want to talk to or hire a finance professional at some point but baby steps…)*  

Here is a prompt template that you can modify to fit your situation - 

*Act as a business and finance expert with a combination of theoretical knowledge and practical experience*

*Outline a step-by-step process for creating a comprehensive financial plan for a new {TYPE OF BUSINESS} business, including monthly revenue projections, expense budgeting, and funding requirements for the first three years of operation.*

*Ask clarifying questions instead of making assumptions about information that is missing*

Replace

- **{TYPE OF BUSINESS}** - with the type of business that you are starting

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