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Financial Planning for Cemeteries

“Plans are nothing; planning is everything.” Dwight D. Eisenhower

How long do you expect to be buried in the cemetery?  Forever!  Cemeteries provide a service that no other institution can provide; an eternal resting place.  Financial planning for cemeteries takes expertise in financial planning, investment management and an understanding of the cemetery industry.  We break down our financial plan for cemeteries into three time frames; 0-5 years, 5-20 years, 20 years and beyond.   Our goal is to show management and trustees a clear financial picture of the cemetery, so management and the trustees can make more informed decisions regarding expenditures and investment strategy.  A financial plan for a cemetery is not a road map, but rather a guide to help the board think long term while keeping short term responsibilities in mind.