Milestone Four should contain the following critical elements:
Executive Summary: Briefly provide the “bottom line” of your financial analysis and key recommendations to a busy executive audience.
Recommendations: Provide high-level, strategic recommendations for your company for the upcoming three years. Based on your analysis and interpretations, where are there opportunities for growth? What risks does the company face, and how might it mitigate them? Apply relevant principles of asset allocation and portfolio diversification in making your suggestions and assess the risks and returns for each individually as well as the group of suggestions as a whole. You should also consider how changing market conditions might affect your recommendations and how the recommendations fit with the company’s investment needs and priorities.