The document outlines a 6-step wealth planning process: 1. Establish the client's financial needs. 2. Discuss possible options with the client. 3. Analyze the client's financial situation and preferences. 4. Develop a customized wealth plan and strategies. 5. Choose and implement a preferred strategy together. 6. Regularly review the wealth plan.

1. Wealth Planning Process -Style 2
1 We establish your financial needs
We discuss possible options with
2 you
We analyse your financial situation
3 and preferences
We develop your wealth plan and
4 specific strategies
Together we choose a preferred strategy
5 and implement it
6 We review your wealth plan regularly
Your Logo

2. Wealth Planning Process -Style 2
• Your Text Goes here
1 We establish your financial needs
• Download this awesome diagram
• Your Text Goes here
2 We discuss possible options with you
• Download this awesome diagram
We analyse your financial situation and • Your Text Goes here
3 preferences • Download this awesome diagram
We develop your wealth plan and specific • Your Text Goes here
4 strategies • Download this awesome diagram
Together we choose a preferred strategy and • Your Text Goes here
5 implement it • Download this awesome diagram
• Your Text Goes here
6 We review your wealth plan regularly
• Download this awesome diagram
Your Logo

3. Wealth Planning Process -Style 2
1 We establish your financial needs
Your Text Here
• Your Text Goes here
2 We discuss possible options with you • Download this awesome
diagram
• Bring your presentation to
We analyse your financial situation and life
3 preferences
• Capture your audience’s
attention
• All images are 100%
editable in powerpoint
We develop your wealth plan and specific
4 strategies
•
•
Your Text Goes here
Download this awesome
diagram
• Bring your presentation to
Together we choose a preferred strategy and life
5 implement it
6 We review your wealth plan regularly
Your Logo

4. Wealth Planning Process -Style 2
1 We establish your financial needs
Your Text Here
• Your Text Goes here
2 We discuss possible options with you • Download this awesome
diagram
• Bring your presentation to
We analyse your financial situation and life
3 preferences
• Capture your audience’s
attention
• All images are 100%
editable in powerpoint
We develop your wealth plan and specific
4 strategies
•
•
Your Text Goes here
Download this awesome
diagram
• Bring your presentation to
Together we choose a preferred strategy and life
5 implement it
6 We review your wealth plan regularly
Your Logo

5. Wealth Planning Process -Style 2
1 We establish your financial needs
Your Text Here
• Your Text Goes here
2 We discuss possible options with you • Download this awesome
diagram
• Bring your presentation to
We analyse your financial situation and life
3 preferences
• Capture your audience’s
attention
• All images are 100%
editable in powerpoint
We develop your wealth plan and specific
4 strategies
•
•
Your Text Goes here
Download this awesome
diagram
• Bring your presentation to
Together we choose a preferred strategy and life
5 implement it
6 We review your wealth plan regularly
Your Logo

6. Wealth Planning Process -Style 2
1 We establish your financial needs
Your Text Here
• Your Text Goes here
2 We discuss possible options with you • Download this awesome
diagram
• Bring your presentation to
We analyse your financial situation and life
3 preferences
• Capture your audience’s
attention
• All images are 100%
editable in powerpoint
We develop your wealth plan and specific
4 strategies
•
•
Your Text Goes here
Download this awesome
diagram
• Bring your presentation to
Together we choose a preferred strategy and life
5 implement it
6 We review your wealth plan regularly
Your Logo

7. Wealth Planning Process -Style 2
1 We establish your financial needs
Your Text Here
• Your Text Goes here
2 We discuss possible options with you • Download this awesome
diagram
• Bring your presentation to
We analyse your financial situation and life
3 preferences
• Capture your audience’s
attention
• All images are 100%
editable in powerpoint
We develop your wealth plan and specific
4 strategies
•
•
Your Text Goes here
Download this awesome
diagram
• Bring your presentation to
Together we choose a preferred strategy and life
5 implement it
6 We review your wealth plan regularly
Your Logo

8. Wealth Planning Process -Style 2
1 We establish your financial needs
Your Text Here
• Your Text Goes here
2 We discuss possible options with you • Download this awesome
diagram
• Bring your presentation to
We analyse your financial situation and life
3 preferences
• Capture your audience’s
attention
• All images are 100%
editable in powerpoint
We develop your wealth plan and specific
4 strategies
•
•
Your Text Goes here
Download this awesome
diagram
• Bring your presentation to
Together we choose a preferred strategy and life
5 implement it
6 We review your wealth plan regularly
Your Logo

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

10. 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.

11. 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.