Financial Management Planning

It's all about vision.

Whether you’re considering a major infrastructure project, developing a capital improvement plan or evaluating the fiscal impacts of service and staffing alternatives, Ehlers collaborates with you to create a strong, long-term Financial Management Plan that provide clear ways to reach short-term goals and realize your long-term vision. It doesn’t replace your annual or even multi-year budgeting process. It strengthens it, harmonizing capital and operating budgets over an extended forecast period, helping you more effectively handle the inevitability of changing financial and economic circumstances and manage growth.

Financial Management Planning Services are provided by Ehlers & Associates.

Our Process

Our financial management planning process isn’t designed to generate a single “yes” or “no” outcome, but rather a dynamic set of decision-making variables and criteria that educate your constituents and build consensus among leadership.


  • Base Financials
  • Project Plan
  • Outstanding Debt
  • Financial Variables

  • Feasibility Studies
  • Benchmarking
  • Cashflow Projections
  • Utility Rate Studies

  • Cost / Benefit
  • Financing Options
  • Critical Success Factors

Strategic Planning & Goal Setting Services

Ehlers takes the time to listen, facilitate discussions and ask questions, so we can fully understand your community’s financial landscape and begin to build the foundation of a successful project plan. Our most prevalent planning projects include:

  • Capital Improvement Plans
  • Long-Term Budgets
  • Cash Management & Investment Strategies


Research & Analysis Services

Our advisors and specialists roll up their sleeves with you to determine the viability of proposed initiatives and explore innovative ways to bring them to life.  Work completed during this phase includes:

  • Feasibility Studies
  • Impact Analysis
  • Fiscal Studies, Including Transportation & Utility Rate Studies
  • Merger/Consolidation/Annexation Studies

Decision Data Work Products

After a series of working sessions and analyses, Ehlers develops go-forward recommendations to help community leaders, partners and residents make informed decisions regarding your proposed project or initiative. During this phase, Ehlers delivers:

  • Proposed Budgets
  • Financial Management Plans (5-10 years)
  • Financial Policies
  • Utility Rate Recommendations
  • Debt-Issuance & Other Financing Options
  • Truth-In-Taxation Reporting
  • Decision Impact Variables

Ready to learn more?

Meet Our Team