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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



www.slideteam.net                                                                                 Your Logo
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
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
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
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
All images are 100% editable in Powerpoint
“Change color, size and orientation of any icon to your liking”




www.slideteam.net
Ungrouping the object


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            1
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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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Edit Color


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             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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Financial planning wealth planning strategy 1 powerpoint ppt slides.

  • 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 www.slideteam.net Your Logo
  • 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” www.slideteam.net
  • 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. www.slideteam.net
  • 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. www.slideteam.net