FINANCIAL PLANNER FOR FOUR DIFFERENT CLIENTS (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 are 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 provide each of them a written proposal (Top 3 savings and investment) and attachments to support the financial plan.