This financial planning process involves 6 key steps: 1) initial client meeting and data gathering, 2) analysis of client data, 3) drafting a wealth plan with components like asset allocation and tax planning, 4) presenting the draft plan to the client, 5) creating a final plan draft, and 6) implementing the personal portfolio. Each step ranges from 1 day to 2 months to complete.

1. Financial Planning Process - Style 6
• Asset Allocation
• Cash Flow Analysis
Wealth • Risk Management Analysis
Plan • Estate Planning with flow Charts
• Tax Planning
Components • Monte Carlo Testing
Data Analysis Draft Final Implement
Wealth
Initial Gathering of plan Draft plan &
Plan
Meeting & Plan Client Presenta- Presenta- Personal
Design
Interview Data tion tion folio
1 Day 1 Day 1-2 1 Day 1-2 1 Day 1-2
weeks weeks months
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2. Financial Planning Process - Style 6
• Asset Allocation
• Cash Flow Analysis
Wealth • Risk Management Analysis
Plan • Estate Planning with flow Charts
• Tax Planning
Components • Monte Carlo Testing
Data Analysis Draft Final Implement
Wealth
Initial Gathering of plan Draft plan &
Plan
Meeting & Plan Client Presenta- Presenta- Personal
Design
Interview Data tion tion folio
1 Day 1 Day 1-2 1 Day 1-2 1 Day 1-2
weeks weeks months
Text Here Put Text Here Text Here Put Text Here Text Here Put Text Here Text Here
• Your Text • Your Text • Your Text • Your Text • Your Text • Your Text • Your Text
Goes here Goes here Goes here Goes here Goes here Goes here Goes here
• Bring your • Download • Bring your • Download • Bring your • Download • Download
presentation this awesome presentation this awesome presentation this awesome this awesome
to life diagram to life diagram to life diagram diagram
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3. Financial Planning Process - Style 6
• Asset Allocation
• Cash Flow Analysis
Wealth • Risk Management Analysis
Plan • Estate Planning with flow Charts
• Tax Planning
Components • Monte Carlo Testing
Data Analysis Draft Final Implement
Wealth
Initial Gathering of plan Draft plan &
Plan
Meeting & Plan Client Presenta- Presenta- Personal
Design
Interview Data tion tion folio
1 Day 1 Day 1-2 1 Day 1-2 1 Day 1-2
weeks weeks months
Text Here Put Text Here Text Here Put Text Here Text Here Put Text Here Text Here
• Your Text • Your Text • Your Text • Your Text • Your Text • Your Text • Your Text
Goes here Goes here Goes here Goes here Goes here Goes here Goes here
• Bring your • Download • Bring your • Download • Bring your • Download • Download
presentation this awesome presentation this awesome presentation this awesome this awesome
to life diagram to life diagram to life diagram diagram
www.slideteam.net Your Logo

4. Financial Planning Process - Style 6
• Asset Allocation
• Cash Flow Analysis
Wealth • Risk Management Analysis
Plan • Estate Planning with flow Charts
• Tax Planning
Components • Monte Carlo Testing
Data Analysis Draft Final Implement
Wealth
Initial Gathering of plan Draft plan &
Plan
Meeting & Plan Client Presenta- Presenta- Personal
Design
Interview Data tion tion folio
1 Day 1 Day 1-2 1 Day 1-2 1 Day 1-2
weeks weeks months
Text Here Put Text Here Text Here Put Text Here Text Here Put Text Here Text Here
• Your Text • Your Text • Your Text • Your Text • Your Text • Your Text • Your Text
Goes here Goes here Goes here Goes here Goes here Goes here Goes here
• Bring your • Download • Bring your • Download • Bring your • Download • Download
presentation this awesome presentation this awesome presentation this awesome this awesome
to life diagram to life diagram to life diagram diagram
www.slideteam.net Your Logo

5. Financial Planning Process - Style 6
• Asset Allocation
• Cash Flow Analysis
Wealth • Risk Management Analysis
Plan • Estate Planning with flow Charts
• Tax Planning
Components • Monte Carlo Testing
Data Analysis Draft Final Implement
Wealth
Initial Gathering of plan Draft plan &
Plan
Meeting & Plan Client Presenta- Presenta- Personal
Design
Interview Data tion tion folio
1 Day 1 Day 1-2 1 Day 1-2 1 Day 1-2
weeks weeks months
Text Here Put Text Here Text Here Put Text Here Text Here Put Text Here Text Here
• Your Text • Your Text • Your Text • Your Text • Your Text • Your Text • Your Text
Goes here Goes here Goes here Goes here Goes here Goes here Goes here
• Bring your • Download • Bring your • Download • Bring your • Download • Download
presentation this awesome presentation this awesome presentation this awesome this awesome
to life diagram to life diagram to life diagram diagram
www.slideteam.net Your Logo

6. Financial Planning Process - Style 6
• Asset Allocation
• Cash Flow Analysis
Wealth • Risk Management Analysis
Plan • Estate Planning with flow Charts
• Tax Planning
Components • Monte Carlo Testing
Data Analysis Draft Final Implement
Wealth
Initial Gathering of plan Draft plan &
Plan
Meeting & Plan Client Presenta- Presenta- Personal
Design
Interview Data tion tion folio
1 Day 1 Day 1-2 1 Day 1-2 1 Day 1-2
weeks weeks months
Text Here Put Text Here Text Here Put Text Here Text Here Put Text Here Text Here
• Your Text • Your Text • Your Text • Your Text • Your Text • Your Text • Your Text
Goes here Goes here Goes here Goes here Goes here Goes here Goes here
• Bring your • Download • Bring your • Download • Bring your • Download • Download
presentation this awesome presentation this awesome presentation this awesome this awesome
to life diagram to life diagram to life diagram diagram
www.slideteam.net Your Logo

7. Financial Planning Process - Style 6
• Asset Allocation
• Cash Flow Analysis
Wealth • Risk Management Analysis
Plan • Estate Planning with flow Charts
• Tax Planning
Components • Monte Carlo Testing
Data Analysis Draft Final Implement
Wealth
Initial Gathering of plan Draft plan &
Plan
Meeting & Plan Client Presenta- Presenta- Personal
Design
Interview Data tion tion folio
1 Day 1 Day 1-2 1 Day 1-2 1 Day 1-2
weeks weeks months
Text Here Put Text Here Text Here Put Text Here Text Here Put Text Here Text Here
• Your Text • Your Text • Your Text • Your Text • Your Text • Your Text • Your Text
Goes here Goes here Goes here Goes here Goes here Goes here Goes here
• Bring your • Download • Bring your • Download • Bring your • Download • Download
presentation this awesome presentation this awesome presentation this awesome this awesome
to life diagram to life diagram to life diagram diagram
www.slideteam.net Your Logo

8. Financial Planning Process - Style 6
• Asset Allocation
• Cash Flow Analysis
Wealth • Risk Management Analysis
Plan • Estate Planning with flow Charts
• Tax Planning
Components • Monte Carlo Testing
Data Analysis Draft Final Implement
Wealth
Initial Gathering of plan Draft plan &
Plan
Meeting & Plan Client Presenta- Presenta- Personal
Design
Interview Data tion tion folio
1 Day 1 Day 1-2 1 Day 1-2 1 Day 1-2
weeks weeks months
Text Here Put Text Here Text Here Put Text Here Text Here Put Text Here Text Here
• Your Text • Your Text • Your Text • Your Text • Your Text • Your Text • Your Text
Goes here Goes here Goes here Goes here Goes here Goes here Goes here
• Bring your • Download • Bring your • Download • Bring your • Download • Download
presentation this awesome presentation this awesome presentation this awesome this awesome
to life diagram to life diagram to life diagram diagram
www.slideteam.net Your Logo

9. Financial Planning Process - Style 6
• Asset Allocation
• Cash Flow Analysis
Wealth • Risk Management Analysis
Plan • Estate Planning with flow Charts
• Tax Planning
Components • Monte Carlo Testing
Data Analysis Draft Final Implement
Wealth
Initial Gathering of plan Draft plan &
Plan
Meeting & Plan Client Presenta- Presenta- Personal
Design
Interview Data tion tion folio
1 Day 1 Day 1-2 1 Day 1-2 1 Day 1-2
weeks weeks months
Text Here Put Text Here Text Here Put Text Here Text Here Put Text Here Text Here
• Your Text • Your Text • Your Text • Your Text • Your Text • Your Text • Your Text
Goes here Goes here Goes here Goes here Goes here Goes here Goes here
• Bring your • Download • Bring your • Download • Bring your • Download • Download
presentation this awesome presentation this awesome presentation this awesome this awesome
to life diagram to life diagram to life diagram diagram
www.slideteam.net Your Logo

10. All images are 100% editable in Powerpoint
“Change color, size and orientation of any icon to your liking”
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11. 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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12. 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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