The document presents a diagram showing the key components of a financial planning process. It includes corporate strategies, retirement planning, debt management, cash flow management, financial planning, investment planning, tax planning, education planning, insurance planning, and estate planning. The diagram is intended to provide an overview of the essential elements that should be considered in a comprehensive financial planning process.

1. Financial Planning Process – Style 2
Corporate Retirement
strategies Planning
Debt
Management Estate
Planning
Cash Flow Financial Investment
Management
Planning Planning
Process
Tax Wealth
Planning Accumulation
Education
Insurance
Planning
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2. Financial Planning Process – Style 2
Corporate
Retirement
Strategies
Planning
Debt
Management Estate
Planning
Cash Flow Financial Investment
Management
Planning Planning
Process
Tax Wealth
Planning Accumulation
Education Insurance
Planning Planning
www.slideteam.net Your Logo

3. Financial Planning Process – Style 2
Corporate
Your Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

4. Financial Planning Process – Style 2
Corporate
Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

5. Financial Planning Process – Style 2
Corporate
Put Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

6. Financial Planning Process – Style 2
Corporate
Your Text Goes Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

7. Financial Planning Process – Style 2
Corporate
Your Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

8. Financial Planning Process – Style 2
Corporate
Put Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

9. Financial Planning Process – Style 2
Corporate
Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

10. Financial Planning Process – Style 2
Corporate
Your Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

11. Financial Planning Process – Style 2
Corporate
Put Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

12. Financial Planning Process – Style 2
Corporate
Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

13. Financial Planning Process – Style 2
Corporate
Your Text Here
strategies
• Your Text Goes here
Debt
Management
• Download this
awesome diagram
• Bring your presentation
Cash Flow
Financial to life
Investment • Capture your
Management Planning Planning
audience’s attention
Process • All images are 100%
editable in PowerPoint
Tax
Planning • Your Text Goes here
• Download this
Education Insurance awesome diagram
Planning Planning • Your Text Goes here
www.slideteam.net Your Logo

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