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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6 The Financial Planning Process

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awesome diagram • Bring your

presentation to life • Capture your

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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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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%

editable in PowerPoint

• Pitch your ideas convincingly

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4 5

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%

editable in PowerPoint

• Pitch your ideas convincingly

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4 5

6 The Financial Planning Process

Financial Planning Process - Style 1

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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

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3

4 5

6 The Financial Planning Process

Financial Planning Process - Style 1

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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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