The document describes a 5-step financial planning process: Step 1 involves understanding the client's personal circumstances. Step 2 is to design the financial strategy. Step 3 is to produce and present a statement of advice. Step 4 is to implement the recommendations. Step 5 is to continuously review and monitor the client's finances.

1. Financial Planning Process – Style 3
Step 1
Understand Your
Personal
Step 2
Circumstances
Design the
Financial
Step 3
Strategy
Produce and Present
Your
Statement of Advice Step 4
Implement the
Step 5 Recommendations
Continuously
Review & Monitor
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2. Financial Planning Process – Style 3
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Step 1
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Step 2 this awesome diagram
• Your Text Goes here
Step 3 • Download this awesome
diagram
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Step 4 • Capture your audience’s
attention
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• Pitch your ideas convincingly
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3. Financial Planning Process – Style 3
Put Text Here
Step 1
Your Text Goes here. Download
Step 2 this awesome diagram
• Your Text Goes here
Step 3 • Download this awesome
diagram
• Bring your presentation to life
Step 4 • Capture your audience’s
attention
Step 5 • All images are 100% editable in
PowerPoint
• Pitch your ideas convincingly
• Your Text Goes here
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4. Financial Planning Process – Style 3
Your Text Here
Step 1
Your Text Goes here. Download
Step 2 this awesome diagram
• Your Text Goes here
Step 3 • Download this awesome
diagram
• Bring your presentation to life
Step 4 • Capture your audience’s
attention
Step 5 • All images are 100% editable in
PowerPoint
• Pitch your ideas convincingly
• Your Text Goes here
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5. Financial Planning Process – Style 3
Put Text Here
Step 1
Your Text Goes here. Download
Step 2 this awesome diagram
• Your Text Goes here
Step 3 • Download this awesome
diagram
• Bring your presentation to life
Step 4 • Capture your audience’s
attention
Step 5 • All images are 100% editable in
PowerPoint
• Pitch your ideas convincingly
• Your Text Goes here
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6. Financial Planning Process – Style 3
Your Text Here
Step 1
Your Text Goes here. Download
Step 2 this awesome diagram
• Your Text Goes here
Step 3 • Download this awesome
diagram
• Bring your presentation to life
Step 4 • Capture your audience’s
attention
Step 5 • All images are 100% editable in
PowerPoint
• Pitch your ideas convincingly
• Your Text Goes here
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Your Logo

7. All images are 100% editable in PowerPoint
“Change color, size and orientation of any icon to your liking”
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8. 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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9. 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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