The document presents a diagram depicting the financial planning process - Style 5. It shows the key components of the process which include communication, proactive advice, investment management, retirement planning, education planning, insurance issues, client goals, taxes, smart spending, debt management, continual refining, and implementation. The diagram illustrates how these various components interact with each other and with the client in the overall financial planning process.

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
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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

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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

14. 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

15. All images are 100% editable in Powerpoint
“Change color, size and orientation of any icon to your liking”
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16. 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.
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17. 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.
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