Customized Financial Planning Model

Stevens Strategy developed a financial planning model for Kentucky Wesleyan College that was based upon the college’s budget preparation system. The Financial Planning Model predicts institutional income and expense over periods of five years. It is a fixed and variable income/cost model that is designed to respond to all the relevant financial planning assumptions at the campus. We designed and tested the model using the college’s historical audited financial information.

Our Client’s View

Cindra K. Stiff, Chief Financial Officer, Kentucky Wesleyan College

“Our expectations were focused on the creation of a sophisticated, but easy to use, Financial Planning Model that would provide forecasting data, reports and scenarios that could be incorporated into fiscal and strategic planning and provide a good format for sharing data and results with others. Stevens Strategy exceeded my expectations. This was a very efficient, successful project that produced a valuable planning tool that will serve KWC well as we work to incorporate strategic, financial and operational changes in the overall operation. The Stevens staff is very capable AND personable to work with.”

Financial Assessment

Stevens Strategy conducted an in-depth overview of the College’s financial health and provided recommendations on steps to take to improve financial performance.

Our Client’s View

Dr. Cheryl King, President, Kentucky Wesleyan College

“We were confident that Stevens Strategy was one of the best consulting groups in the U.S. The Financial Assessment Report will be used as the basis for decisions regarding our strategic plan and mission-centered approach to future growth and vitality…The report is concise and to the point. We were impressed with the knowledge and professionalism of the consultants. Stevens Strategy delivered what you promised, and we appreciate it!”