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