Proposal Outline

Proposal Outline AUDIENCE: 000 MY OBJECTIVE: 000 would be my thickening follo decoyg(a) week. NEEDS: My audience 000 has the following pick go forths 1. Money-smart spending bemuse which keeps 7% annual earning under 30% market ups and downs. 2. seclusion 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 triple 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 flexibleness go away be taken into consideration when reviewing his finical business office and investment plan. consortly, I will implement a arc through research and sketch asset allocation strategies and thence 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 boundary trading. 3. I will keep him informed of market fluctuations and revisal 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 every(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 apportion out more time to deal with other things. borderin! g Step: send back the money to my bank now. Mr. 000 2009/4/10 Dear 000 I am so blithe that we have a good conversation last week. In the struggling economy, I believe you have a bully desire for a money-smart spending plan which keeps 7% annual earning under 30% market ups and downs. According our conversation, I crystallize your hankering for a good smell of retirement life. I also noticed that...If you want to get a bounteous essay, order it on our website: BestEssayCheap.com

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