The document summarizes a 4-phase wealth planning process with 2 styles. Phase I involves defining mission/goals, values, and experiences. Phase II identifies opportunities and risks. Phase III creates comprehensive wealth control strategies. Phase IV acts on strategies to fulfill goals. The final 2 sections discuss implementing strategies collaboratively and designing an integrated plan.

1. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Define The Identify
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks
Values Possibility
Experience Opportunity
Phase IV
Phase III
Act On Strategies Create
To Help Fulfill Comprehensive
Goals Wealth Control
Strategies
The Integrated The Collaborative Plan
Implementation Process Design Process
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2. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Your Text Here
Define The Identify
• Your Text Goes here
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks • Download this awesome
diagram
Values Possibility • Bring your presentation to
life
• Capture your audience’s
attention
• All images are 100%
Experience Opportunity editable in powerpoint
• Pitch your ideas convincingly
Phase IV
Phase III
Act On Strategies Create Comprehensive • Your Text Goes here
To Help Fulfill Wealth Control • Download this awesome
Goals Strategies diagram
The Integrated The Collaborative Plan
Implementation Process Design Process
www.slideteam.net Your Logo

3. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Your Text Here
Define The Identify
• Your Text Goes here
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks • Download this awesome
diagram
Values Possibility • Bring your presentation to
life
• Capture your audience’s
attention
• All images are 100%
Experience Opportunity editable in powerpoint
• Pitch your ideas convincingly
Phase IV
Phase III
Act On Strategies Create Comprehensive • Your Text Goes here
To Help Fulfill Wealth Control • Download this awesome
Goals Strategies diagram
The Integrated The Collaborative Plan
Implementation Process Design Process
www.slideteam.net Your Logo

4. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Your Text Here
Define The Identify
• Your Text Goes here
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks • Download this awesome
diagram
Values Possibility • Bring your presentation to
life
• Capture your audience’s
attention
• All images are 100%
Experience Opportunity editable in powerpoint
• Pitch your ideas convincingly
Phase IV
Phase III
Act On Strategies Create Comprehensive • Your Text Goes here
To Help Fulfill Wealth Control • Download this awesome
Goals Strategies diagram
The Integrated The Collaborative Plan
Implementation Process Design Process
www.slideteam.net Your Logo

5. Wealth Planning Process - Style 1
The Discovery The Reality
Process Assessment Process
Your Text Here
Define The Identify
• Your Text Goes here
Phase I
Phase II
Mission And Opportunities
Set The Goals And Risks • Download this awesome
diagram
Values Possibility • Bring your presentation to
life
• Capture your audience’s
attention
• All images are 100%
Experience Opportunity editable in powerpoint
• Pitch your ideas convincingly
Phase IV
Phase III
Act On Strategies Create Comprehensive • Your Text Goes here
To Help Fulfill Wealth Control • Download this awesome
Goals Strategies diagram
The Integrated The Collaborative Plan
Implementation Process Design Process
www.slideteam.net Your Logo

6. All images are 100% editable in Powerpoint
“Change color, size and orientation of any icon to your liking”
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7. 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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8. 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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