A financial consultant proposal is a proposal which a financial company or financial consulting company frames in order to propose services to clients. These proposals are meant to be convincing for the client and must be complete with details about the services which the consultant wants to offer.

The details about total charge, time period of contract and other such information is also often mentioned in financial consultant proposals. If you want to frame a similar proposal, you can take help from the following given sample

Sample Financial Consultant Proposal

Name of financial consulting company: Johnson and Brooks Company

Address of consulting company: west sector, 345, Greg tower, London

Name of the client company: Mathews International business

Address of the company: 290, first floor, modern tower, P Street, London

Proposal prepared and presented by: Jackson Williamson

Senior executive, Johnson and Brooks Company

Proposal presented to: George Timothy

Managing director, Mathews International business

Proposal presented on: 1st May 2014

About the company

We are a renowned and popular financial expert company with a vast experience of providing financial consulting to business organizations and individuals. We specialize in studying financial statements and then suggesting ways to strengthen the financial position of the company. We outsource our services only in London.

Objective statement: we offer you our financial consulting services for a period of 1 year, after which you can renew the contract if you see it suitable.

Details of the proposal:

  • We shall be employing 4 financial consultants to your company premises for onsite consulting and these employees shall become part of your workforce for the next one year.
  • We aim to strengthen your financial position by getting the company out of debt and helping in suggestion profit gaining strategies.
  • Within one year, we shall report a profit and much better looking financial graph.

If you agree to this proposal, kindly send your consent to us via mail.