Three services. One planning cycle covered.
Each service addresses a specific gap in financial planning — from building a comprehensive annual budget to maintaining rolling forecasts to stress-testing decisions with scenario models.
← Back to HomeWhat we offer and how to choose
Most organizations start with one service and expand from there. If you're entering a new fiscal period without a structured budget, Annual Budget Development is usually the place to begin. If your planning is already structured but you're losing visibility between cycles, Rolling Forecasts fills that gap. If a major decision is pending, Scenario Modeling gives your leadership the framework to evaluate it.
All three services can also work together as a continuous planning system. We're happy to talk through which makes the most sense for your situation.
Annual Budget Development
Collaborative development of a comprehensive annual budget — revenue projections, departmental expenditures, capital requirements, and contingency reserves. We facilitate planning sessions with leadership, build the model, and produce a formatted budget document with supporting schedules. Includes scenario modeling for optimistic, expected, and conservative outcomes.
Deliverables include:
Rolling Financial Forecasts
Implementation and maintenance of a rolling forecast model that extends projections forward on a continuous basis — typically twelve to eighteen months ahead. We update the forecast monthly or quarterly using actual results and revised assumptions. The model includes key revenue drivers, expense trends, and working capital estimates, with a forecast dashboard and brief commentary memo delivered with each update.
Deliverables include:
Best for: Dynamic businesses where an annual budget becomes outdated quickly, or organizations that need to maintain visibility over cash flow across a multi-quarter horizon.
Scenario & Sensitivity Modeling
Construction of financial models that explore the impact of different variables on your business outcomes — pricing changes, volume shifts, cost fluctuations, and capital decisions. Each model includes clear input assumptions and visual output summaries showing the range of possible results. Designed for leadership teams facing decisions with significant financial uncertainty.
Deliverables include:
Best for: Leadership teams evaluating pricing strategies, acquisition targets, expansion scenarios, or any capital decision where the financial impact spans a wide range of outcomes.
Compare services side by side
| Feature | Annual Budget | Rolling Forecast | Scenario Modeling |
|---|---|---|---|
| Investment | $4,200 USD | $2,400 USD/qtr | $3,000 USD |
| Engagement type | One-time / annual | Ongoing / quarterly | Per decision / project |
| Three-scenario modeling | |||
| Monthly / quarterly updates | |||
| Leadership facilitation sessions | |||
| Written commentary memo | |||
| Visual dashboard output | |||
| Assumption documentation |
What to expect when you work with Forethink
Initial conversation
We talk through your organization, your planning challenges, and which service fits your situation. No pressure — just an honest conversation.
Structured intake
We gather your existing financial data, understand your business model, and surface the key assumptions we'll document before building.
Build and review
We construct the model and review outputs with your team in a structured session — refining assumptions, stress-testing results, and aligning on what the model shows.
Delivery and handoff
Formatted deliverables plus a guided walkthrough so your team understands the model and can maintain it going forward.
Before you get in touch
Can we use more than one service?
Yes — and many clients do. A common pattern is to start with Annual Budget Development, then add Rolling Forecasts for ongoing visibility. Scenario Modeling can be added on its own when a specific decision requires it, or as part of an annual budget cycle to build out the three-scenario component.
How long does each engagement take?
Annual Budget Development typically runs 3–5 weeks depending on organizational complexity. Scenario Modeling is usually 2–3 weeks per engagement. Rolling Forecast setup takes 2–3 weeks, after which updates are delivered monthly or quarterly as agreed.
What do you need from us to get started?
Access to your existing financial data (last 1–2 years of actuals), clarity on who in your leadership team should be involved in planning sessions, and time from one or two people during the intake and review phases. We'll handle the structure and methodology.
What happens if our situation changes mid-engagement?
We'll talk about it. Financial planning engagements often surface changes in assumptions or scope — that's a normal part of the process, not a problem. If the scope shifts materially, we'll discuss whether the original engagement covers it or whether an adjustment makes sense.
Not sure which service fits? Tell us what's on your mind.
A brief description of your organization and planning situation is enough to start a useful conversation. We'll help you figure out what makes the most sense.
Start a Conversation