Financial planning strategy design 5 powerpoint ppt templates.
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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.
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Financial planning strategy design 5 powerpoint ppt templates.
- 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 www.slideteam.net Your Logo
- 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” www.slideteam.net
- 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. www.slideteam.net
- 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. www.slideteam.net