Patent is a little out of my area of expertise, but I do believe business process plans, etc. are patentable if they met the other statutory requirements for a patent. Without knowing more, I'd say you have two problems though - first, if this is just a "rough financial plan", it may not be specific enough to get through the examination process. That is, the rougher the plan, the broader the claims will have to be, and thus the more likely it'll be shot down for claiming too much.
The next problem (and actually related to the above problem) is whether it will meet the statutory requirements of novelty and non-obviousness. There's been a hell of a lot written on finance and financial plans in the last 200 years or so, and if there is anything in the prior art, in any country, that even hints at your "invention", you're basicly SOL on novelty and non-obviousness.
Again though, I'm not a patent attorney. I'll get in touch with some colleagues who are though, and see what they have to say.