The document summarizes the six-step financial planning process as follows: 1. Determine your current financial situation 2. Develop your financial goals 3. Identify alternative courses of action 4. Evaluate alternative courses of action 5. Create and implement your financial action plan 6. Assess your plan, considering risks, time value of money, life situation, personal values, and economic factors

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
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3. Financial Planning Process - Style 1
1 2
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6 The
Financial
Planning
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Process
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4. Financial Planning Process - Style 1
1 2
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• Download this
awesome diagram
• Bring your
6 The
Financial
Planning
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Process
3 audience’s attention
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• Pitch your ideas
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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
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PowerPoint
5 4
• Pitch your ideas
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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
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editable in
PowerPoint
5 4
• Pitch your ideas
convincingly
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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
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8. All images are 100% editable in PowerPoint
“Change color, size and orientation of any icon to your liking”
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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.
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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.
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