Business & Financial Plan Canva Template (2026)

$29.00

A guided Business & Financial Plan designed to help small business owners clearly outline their vision, strategy, and financials — all in one organized, professional document.

This fillable plan walks you step-by-step through key areas of your business, including operations, pricing, marketing, and financial projections, making it easier to think strategically and plan with confidence.

Perfect for business owners who want structure without overwhelm.

A guided Business & Financial Plan designed to help small business owners clearly outline their vision, strategy, and financials — all in one organized, professional document.

This fillable plan walks you step-by-step through key areas of your business, including operations, pricing, marketing, and financial projections, making it easier to think strategically and plan with confidence.

Perfect for business owners who want structure without overwhelm.

What’s included:

  • A comprehensive, fillable business plan template

  • Sections covering:

    • Executive summary & business overview

    • Products & services

    • Pricing and cost strategy

    • Market and competitive analysis

    • Marketing strategy

    • Operations and management planning

    • Financial projections, budgets, and forecasts

Best for:

  • New or growing small businesses

  • Business owners planning for the upcoming year

  • Entrepreneurs who want clarity before scaling

Important notes:

  • This product is for planning and organizational purposes only

  • It does not replace professional accounting, bookkeeping, legal, or tax advice

  • No physical product will be shipped