Question: PLEASE HAVE AN EXAMPLE OF A FINANCIAL PLANNER (CASE STUDY) :( As a Financial Planner, Jason are dealing with four clients with different financial goals.

PLEASE HAVE AN EXAMPLE OF A FINANCIAL PLANNER (CASE STUDY) :(

As a Financial Planner, Jason are dealing with four 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 pandemic. Please have an example of EACH of them a written proposal.

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