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Financial Planning Process - Style 5

                                           Communication                                                 Proactive
         Your Text Here                                         Investment          Retirement
                                                                                                          Advice
                                                                Management           Planning
     •    Your Text Goes here
     •    Download this awesome
          diagram
     •    Bring your presentation to               Education                                     Insurance
          life                                      Planning
                                                                       CLIENT                      Issues

     •    Capture your audience’s                                      GOALS
          attention
     •    All images are 100%
          editable                                      Taxes
                                                                                           Smart
                                                                                          Spending
     •    in powerpoint
     •    Your Text Goes here                                             Debt
                                                                       Management
     •    Download this awesome                 Continual
          diagram                                Refining                                   Implementation




Unlimited downloads at www.slideteam.net                                                                     Your Logo
All images are 100% editable in Powerpoint
“Change color, size and orientation of any icon to your liking”

Ungrouping the object
                                                      2
                   1
                                                                  3




1. Right click the object.
2. Choose Group and then Ungroup.
3. Click beside the object and drag the arrow over it.

Unlimited downloads at www.slideteam.net
Edit Color
                                                                          3
                                           2
               1




1. Select the shape to change the color and Right click the object( click any object which you
   want to change color)
2. Choose Format Shape in the dialog box.
3. Choose “Fill” in the Format Shape box then “Solid” or “Gradient” depending on the
   appearance of the object. Change colour as shown in the picture.

Unlimited downloads at www.slideteam.net

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Financial Planning Process Flowchart

  • 1. Financial Planning Process - Style 5 Communication Proactive Your Text Here Investment Retirement Advice Management Planning • Your Text Goes here • Download this awesome diagram • Bring your presentation to Education Insurance life Planning CLIENT Issues • Capture your audience’s GOALS attention • All images are 100% editable Taxes Smart Spending • in powerpoint • Your Text Goes here Debt Management • Download this awesome Continual diagram Refining Implementation Unlimited downloads at www.slideteam.net Your Logo
  • 2. All images are 100% editable in Powerpoint “Change color, size and orientation of any icon to your liking” Ungrouping the object 2 1 3 1. Right click the object. 2. Choose Group and then Ungroup. 3. Click beside the object and drag the arrow over it. Unlimited downloads at www.slideteam.net
  • 3. Edit Color 3 2 1 1. Select the shape to change the color and Right click the object( click any object which you want to change color) 2. Choose Format Shape in the dialog box. 3. Choose “Fill” in the Format Shape box then “Solid” or “Gradient” depending on the appearance of the object. Change colour as shown in the picture. Unlimited downloads at www.slideteam.net