Our Services

Long Range Financial Planning

Long-range planning is not about future decisions—it is about the future of today's decisions.


Using ProphetPlan information, internal bank reports and call report data as a foundation, the long range plan model creates a five- to twelve-year projection of the bank's financial growth and strength. Key growth and interest rate assumptions are developed in conjunction with bank management and are applied against historical data to develop the long range projections. As part of a strategic vision, this long range model can become the key to aligning the interests of stockholders, regulators, customers, directors, management, and employees.


Key Benefits