1. Financial Planning Process - Style 1
Determine Develop your
Current financial financial goals
situation
1 2
6 The
Financial
Planning Identify
Process
3 alternative
courses of
action
Create and
Implement your
Financial action
5 4 Evaluate
alterative
plan
Assess Consider
• risk • life situation
• time value of money • Personal values
(opportunity cost) • economic factors
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2. Financial Planning Process - Style 1
1 2
Put Text Here
• Your Text Goes here
• Download this
awesome diagram
• Bring your
6 The
Financial
Planning
presentation to life
• Capture your
Process
3 audience’s attention
• All images are 100%
editable in
PowerPoint
5 4
• Pitch your ideas
convincingly
Your Logo

3. Financial Planning Process - Style 1
1 2
Put Text Here
• Your Text Goes here
• Download this
awesome diagram
• Bring your
6 The
Financial
Planning
presentation to life
• Capture your
Process
3 audience’s attention
• All images are 100%
editable in
PowerPoint
5 4
• Pitch your ideas
convincingly
Your Logo

4. Financial Planning Process - Style 1
1 2
Put Text Here
• Your Text Goes here
• Download this
awesome diagram
• Bring your
6 The
Financial
Planning
presentation to life
• Capture your
Process
3 audience’s attention
• All images are 100%
editable in
PowerPoint
5 4
• Pitch your ideas
convincingly
Your Logo

5. Financial Planning Process - Style 1
1 2
Put Text Here
• Your Text Goes here
• Download this
awesome diagram
• Bring your
6 The
Financial
Planning
presentation to life
• Capture your
Process
3 audience’s attention
• All images are 100%
editable in
PowerPoint
5 4
• Pitch your ideas
convincingly
Your Logo

6. Financial Planning Process - Style 1
1 2
Put Text Here
• Your Text Goes here
• Download this
awesome diagram
• Bring your
6 The
Financial
Planning
presentation to life
• Capture your
Process
3 audience’s attention
• All images are 100%
editable in
PowerPoint
5 4
• Pitch your ideas
convincingly
Your Logo

7. Financial Planning Process - Style 1
1 2
Put Text Here
• Your Text Goes here
• Download this
awesome diagram
• Bring your
6 The
Financial
Planning
presentation to life
• Capture your
Process
3 audience’s attention
• All images are 100%
editable in
PowerPoint
5 4
• Pitch your ideas
convincingly
Your Logo

8. All images are 100% editable in PowerPoint
“Change color, size and orientation of any icon to your liking”

9. 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.

10. Edit Color
2 3
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.