financial planning process design 5 powerpoint ppt slides

17
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

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Page 1: Financial planning process design 5 powerpoint ppt slides

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

Page 2: Financial planning process design 5 powerpoint ppt slides

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

Page 3: Financial planning process design 5 powerpoint ppt slides

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

Page 4: Financial planning process design 5 powerpoint ppt slides

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

Page 5: Financial planning process design 5 powerpoint ppt slides

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

Page 6: Financial planning process design 5 powerpoint ppt slides

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

Page 7: Financial planning process design 5 powerpoint ppt slides

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

Page 8: Financial planning process design 5 powerpoint ppt slides

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

Page 9: Financial planning process design 5 powerpoint ppt slides

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

Page 10: Financial planning process design 5 powerpoint ppt slides

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

Page 11: Financial planning process design 5 powerpoint ppt slides

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

Page 12: Financial planning process design 5 powerpoint ppt slides

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

Page 13: Financial planning process design 5 powerpoint ppt slides

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

Page 14: Financial planning process design 5 powerpoint ppt slides

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

Page 15: Financial planning process design 5 powerpoint ppt slides

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

www.slideteam.net

Page 16: Financial planning process design 5 powerpoint ppt slides

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

Page 17: Financial planning process design 5 powerpoint ppt slides

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