financial planning process design 5 powerpoint ppt slides
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Financial Planning Process - Style 5
Your Logo
Investment Management
Retirement Planning
Education Planning
Insurance Issues
Taxes
Debt Management
Smart Spending
CLIENT
GOALS
Communication Proactive Advice
Continual Refining
Implementation
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Taxes
Communication Proactive Advice
Continual Refining Implementation
Education Planning
Your Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint • Your Text Goes here • Download this awesome
diagram
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Communication
Continual Refining Implementation
Education Planning
Taxes
Proactive Advice Your Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint • Your Text Goes here • Download this awesome
diagram
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
Put Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint • Your Text Goes here • Download this awesome
diagram
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Education Planning
Taxes
Communication
Continual Refining Implementation
Proactive Advice
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint • Your Text Goes here • Download this awesome
diagram
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Education Planning
Taxes
Communication
Continual Refining Implementation
Proactive Advice
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
Your Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint • Your Text Goes here • Download this awesome
diagram
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Education Planning
Taxes
Communication
Continual Refining Implementation
Proactive Advice
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
Put Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint • Your Text Goes here • Download this awesome
diagram
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Education Planning
Taxes
Communication
Continual Refining Implementation
Proactive Advice
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint • Your Text Goes here • Download this awesome
diagram
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Education Planning
Taxes
Communication
Continual Refining Implementation
Proactive Advice
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
Your Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint • Your Text Goes here • Download this awesome
diagram
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Education Planning
Taxes
Communication
Continual Refining Implementation
Proactive Advice
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Communication Proactive Advice
Continual Refining Implementation
Education Planning
Taxes
Put Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint • Your Text Goes here • Download this awesome
diagram
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Communication Proactive Advice
Continual Refining Implementation
Education Planning
Taxes
Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint
Your Text Here • Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Communication Proactive Advice
Continual Refining Implementation
Education Planning
Taxes
Your Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint
Put Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Communication Proactive Advice
Continual Refining Implementation
Education Planning
Taxes
Your Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint
Put Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint
www.slideteam.net
Financial Planning Process - Style 5
Your Logo
CLIENT
GOALS
Investment Management
Retirement Planning
Insurance Issues
Smart Spending
Debt Management
Communication Proactive Advice
Continual Refining Implementation
Education Planning
Taxes
Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint
Your Text Here
• Your Text Goes here • Download this awesome
diagram • Bring your presentation to
life • Capture your audience’s
attention • All images are 100%
editable • in powerpoint
www.slideteam.net
All images are 100% editable in Powerpoint “Change color, size and orientation of any icon to your liking”
www.slideteam.net
1. Right click the object. 2. Choose Group and then Ungroup. 3. Click beside the object and drag the arrow over it.
2
Ungrouping the object
1
3
www.slideteam.net
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.
Edit Color
2 1
3
www.slideteam.net
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