HAVE A FINANCIAL PLANNER FOR TWO DIFFERENT CLIENTS (CASE STUDY)

As a Financial Planner, Jason is dealing with two clients with different financial goals. They are seeking his expert advice in the preparation of their financial plans. Jason is requested to present these plans showing the various short-term, medium-term, long-term savings, and investment instruments possible. The clients would like to know his explanation and reasons for choosing these financial instruments for them, considering the economic and financial outlook in this time of the pandemic. Please provide each of them a written proposal (Top 3 savings and investment) and attachments to support the financial plan.

RISK PROFILE FINANCIAL GOALS Wealth Wealth Wealth Accumulation Accumulation Accumulation CAPACITY TO TAKE RISK 25 MALE 30 FEMALE 35 FEMALE Wealth Preservation 40 MALE Unpredictable Predictable Predictable Predictable Age Nature of Income Amount of savings Dependents Little Enough Enough Enough 0 1 2 3 RISK TOLERANCE Moderate Newbie Moderate High Knowledge (Investment) Past Experience (Investment) 3 2 0 High NEED TO TAKE RISK/RISKAPPETITE High High Medium Medium RISK PROFILE FINANCIAL GOALS Wealth Wealth Wealth Accumulation Accumulation Accumulation CAPACITY TO TAKE RISK 25 MALE 30 FEMALE 35 FEMALE Wealth Preservation 40 MALE Unpredictable Predictable Predictable Predictable Age Nature of Income Amount of savings Dependents Little Enough Enough Enough 0 1 2 3 RISK TOLERANCE Moderate Newbie Moderate High Knowledge (Investment) Past Experience (Investment) 3 2 0 High NEED TO TAKE RISK/RISKAPPETITE High High Medium Medium