Proposal Outline

Proposal Outline AUDIENCE: 000 MY OBJECTIVE: 000 would be my lymph node follo throw outg(a) week. NEEDS: My audience 000 has the following pick come forwards 1. Money-smart spending occur voice which keeps 7% yearbook earning under 30% market ups and downs. 2. hideaway mean for 20 years later. 3. Have more(prenominal) time to use up care of his work and family. Plan: 1. Being employed as his personal financial consultant. 2. Given at least tercet hundred thousand dollars to manage. How it works: 1. I provide suss out his financial agency including income, expense, insurance, tax, enthronisation, debt, saving, and turnover money so that win his investment experience and real goals of retirement. 2. Risk tolerance and tractability ordain be taken into consideration when reviewing his finical situation and investment plan. consortly, I will implement a pass over through research and sketch asset allocation strategies and so chassis a specific financial plan. Now, I will mention him put his 50% of asset in investment, 30% in liquid asset, and 20% in short frontier trading. 3. I will keep him informed of market fluctuations and rescript the investment strategies accordingly. Additionally, I will deliver a periodic abridgment of global market report so that he evoke easily keep up with the market. Results: 1. Put each penny at proper position every time. He will achieve his goal easily. 2.

$1,000,000 available money, complete aesculapian care, and without debt.. 3. beart worry about market or need to do research by himself. He could give out more time to deal with other things. abutting Step: s end back the money to my bank now. Mr. 000 ! 2009/4/10 Dear 000 I am so blessed that we have a good conversation last week. In the struggling economy, I believe you have a enormous desire for a money-smart spending plan which keeps 7% annual earning under 30% market ups and downs. According our conversation, I recognize your hankering for a good smell of retirement life. I also noticed that...If you want to get a all-inclusive essay, order it on our website: OrderEssay.net

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