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The Financial Planning Process
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Determine Current financial
situation
Develop your financial goals
Identify alternative courses of
action
Create and Implement your Financial action
plan Assess • risk
• time value of money (opportunity cost)
Consider • life situation • Personal values • economic factors
Evaluate alterative
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Financial Planning Process - Style 1
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6 The Financial Planning Process
Financial Planning Process - Style 1
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awesome diagram • Bring your
presentation to life • Capture your
audience’s attention • All images are 100%
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• Pitch your ideas convincingly
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4 5
6 The Financial Planning Process
Financial Planning Process - Style 1
www.slideteam.net
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• 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
• Pitch your ideas convincingly
1 2
3
4 5
6 The Financial Planning Process
Financial Planning Process - Style 1
www.slideteam.net
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
• Pitch your ideas convincingly
1 2
3
4 5
6 The Financial Planning Process
Financial Planning Process - Style 1
www.slideteam.net
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
• Pitch your ideas convincingly
1 2
3
4 5
6 The Financial Planning Process
Financial Planning Process - Style 1
www.slideteam.net
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
• Pitch your ideas convincingly
1 2
3
4 5
6 The Financial Planning Process
Financial Planning Process - Style 1
www.slideteam.net
All images are 100% editable in PowerPoint “Change color, size and orientation of any icon to your liking”
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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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Ungrouping the object
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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
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