Proposal Outline

Proposal Outline AUDIENCE: 000 MY OBJECTIVE: 000 would be my customer follo clearg(a) week. NEEDS: My audience 000 has the following pick appears 1. Money-smart spending externalise which keeps 7% yearly earning under 30% market ups and downs. 2. privacy mean for 20 years later. 3. Have more(prenominal) time to pine away care of his work and family. Plan: 1. Being employed as his personal financial consultant. 2. Given at least common chord 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 flexibility get out be taken into consideration when reviewing his finical detail and investment plan. consortly, I will implement a rotate through research and sketch asset allocation strategies and consequently chassis a s pecific financial plan. Now, I will mention him put his 50% of asset in investment, 30% in liquid asset, and 20% in short margin trading. 3. I will keep him informed of market fluctuations and revise the investment strategies accordingly. Additionally, I will deliver a monthly abridgment of global market report so that he evoke easily keep up with the market. Results: 1. Put all(prenominal) 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 invest out more time to deal with other things. coterminous St ep: send back the money to my bank now. M! r. 000 2009/4/10 Dear 000 I am so rejoiced that we have a good conversation last week. In the struggling economy, I believe you have a vast desire for a money-smart spending plan which keeps 7% annual earning under 30% market ups and downs. According our conversation, I watch your hankering for a good smell of retirement life. I also noticed that...If you want to get a unspoilt essay, order it on our website: OrderEssay.net

If you want to get a full information about our service, visit our page: write my essay