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Financial Planning Process - Style 5

           Communication                                                   Proactive
                                                                            Advice
                                  Investment          Retirement
                                 Management            Planning




                    Education                                      Insurance
                     Planning
                                          CLIENT                     Issues

                                          GOALS


                                                             Smart
                         Taxes
                                                            Spending

                                            Debt
                                         Management
             Continual
                                                                       Implementation
              Refining

www.slideteam.net                                                                       Your Logo
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




www.slideteam.net                                                                                      Your Logo
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




www.slideteam.net                                                                                     Your Logo
Financial Planning Process - Style 5

                                    Communication                                                 Proactive
       Put 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




www.slideteam.net                                                                                     Your Logo
Financial Planning Process - Style 5

                                    Communication                                                 Proactive
          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




www.slideteam.net                                                                                     Your Logo
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




www.slideteam.net                                                                                     Your Logo
Financial Planning Process - Style 5

                                    Communication                                                 Proactive
       Put 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




www.slideteam.net                                                                                     Your Logo
Financial Planning Process - Style 5

                                    Communication                                                 Proactive
         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




www.slideteam.net                                                                                     Your Logo
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




www.slideteam.net                                                                                     Your Logo
Financial Planning Process - Style 5

                                    Communication                                                 Proactive
       Put 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




www.slideteam.net                                                                                     Your Logo
Financial Planning Process - Style 5
            Text Here
     •   Your Text Goes here
     •   Download this awesome        Communication                                                 Proactive
         diagram                                                                                     Advice
     •   Bring your presentation to                        Investment          Retirement
         life                                              Management           Planning
     •   Capture your audience’s
         attention
     •   All images are 100%
         editable
                                              Education                                     Insurance
     •   in powerpoint                         Planning
                                                                  CLIENT                      Issues


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



www.slideteam.net                                                                                       Your Logo
Financial Planning Process - Style 5
         Your Text Here
     •   Your Text Goes here
     •   Download this awesome        Communication                                                 Proactive
         diagram                                                                                     Advice
     •   Bring your presentation to                        Investment          Retirement
         life                                              Management           Planning
     •   Capture your audience’s
         attention
     •   All images are 100%
         editable
                                              Education                                     Insurance
     •   in powerpoint                         Planning
                                                                  CLIENT                      Issues

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



www.slideteam.net                                                                                       Your Logo
Financial Planning Process - Style 5
         Your Text Here
     •   Your Text Goes here
     •   Download this awesome        Communication                                                 Proactive
         diagram                                                                                     Advice
     •   Bring your presentation to                        Investment          Retirement
         life                                              Management           Planning
     •   Capture your audience’s
         attention
     •   All images are 100%
         editable
                                              Education                                     Insurance
     •   in powerpoint                         Planning
                                                                  CLIENT                      Issues

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



www.slideteam.net                                                                                       Your Logo
Financial Planning Process - Style 5
            Text Here
     •   Your Text Goes here
     •   Download this awesome        Communication                                                 Proactive
         diagram                                                                                     Advice
     •   Bring your presentation to                        Investment          Retirement
         life                                              Management           Planning
     •   Capture your audience’s
         attention
     •   All images are 100%
         editable
                                              Education                                     Insurance
     •   in powerpoint                         Planning
                                                                  CLIENT                      Issues

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



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




www.slideteam.net
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.

www.slideteam.net
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.
www.slideteam.net

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Financial planning process style design 5 powerpoint presentation templates.

  • 1. Financial Planning Process - Style 5 Communication Proactive Advice Investment Retirement Management Planning Education Insurance Planning CLIENT Issues GOALS Smart Taxes Spending Debt Management Continual Implementation Refining www.slideteam.net Your Logo
  • 2. 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 www.slideteam.net Your Logo
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