Financial planning wealth planning process 1 powerpoint ppt slides.
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The document summarizes a 4-phase wealth planning process with 2 styles. Phase I involves defining mission/goals, values, and experiences. Phase II identifies opportunities and risks. Phase III creates comprehensive wealth control strategies. Phase IV acts on strategies to fulfill goals. The final 2 sections discuss implementing strategies collaboratively and designing an integrated plan.
Financial planning wealth planning process 1 powerpoint ppt slides.
- 1. Wealth Planning Process - Style 1 The Discovery The Reality Process Assessment Process Define The Identify Phase I Phase II Mission And Opportunities Set The Goals And Risks Values Possibility Experience Opportunity Phase IV Phase III Act On Strategies Create To Help Fulfill Comprehensive Goals Wealth Control Strategies The Integrated The Collaborative Plan Implementation Process Design Process www.slideteam.net Your Logo
- 2. Wealth Planning Process - Style 1 The Discovery The Reality Process Assessment Process Your Text Here Define The Identify • Your Text Goes here Phase I Phase II Mission And Opportunities Set The Goals And Risks • Download this awesome diagram Values Possibility • Bring your presentation to life • Capture your audience’s attention • All images are 100% Experience Opportunity editable in powerpoint • Pitch your ideas convincingly Phase IV Phase III Act On Strategies Create Comprehensive • Your Text Goes here To Help Fulfill Wealth Control • Download this awesome Goals Strategies diagram The Integrated The Collaborative Plan Implementation Process Design Process www.slideteam.net Your Logo
- 3. Wealth Planning Process - Style 1 The Discovery The Reality Process Assessment Process Your Text Here Define The Identify • Your Text Goes here Phase I Phase II Mission And Opportunities Set The Goals And Risks • Download this awesome diagram Values Possibility • Bring your presentation to life • Capture your audience’s attention • All images are 100% Experience Opportunity editable in powerpoint • Pitch your ideas convincingly Phase IV Phase III Act On Strategies Create Comprehensive • Your Text Goes here To Help Fulfill Wealth Control • Download this awesome Goals Strategies diagram The Integrated The Collaborative Plan Implementation Process Design Process www.slideteam.net Your Logo
- 4. Wealth Planning Process - Style 1 The Discovery The Reality Process Assessment Process Your Text Here Define The Identify • Your Text Goes here Phase I Phase II Mission And Opportunities Set The Goals And Risks • Download this awesome diagram Values Possibility • Bring your presentation to life • Capture your audience’s attention • All images are 100% Experience Opportunity editable in powerpoint • Pitch your ideas convincingly Phase IV Phase III Act On Strategies Create Comprehensive • Your Text Goes here To Help Fulfill Wealth Control • Download this awesome Goals Strategies diagram The Integrated The Collaborative Plan Implementation Process Design Process www.slideteam.net Your Logo
- 5. Wealth Planning Process - Style 1 The Discovery The Reality Process Assessment Process Your Text Here Define The Identify • Your Text Goes here Phase I Phase II Mission And Opportunities Set The Goals And Risks • Download this awesome diagram Values Possibility • Bring your presentation to life • Capture your audience’s attention • All images are 100% Experience Opportunity editable in powerpoint • Pitch your ideas convincingly Phase IV Phase III Act On Strategies Create Comprehensive • Your Text Goes here To Help Fulfill Wealth Control • Download this awesome Goals Strategies diagram The Integrated The Collaborative Plan Implementation Process Design Process www.slideteam.net Your Logo
- 6. All images are 100% editable in Powerpoint “Change color, size and orientation of any icon to your liking” www.slideteam.net
- 7. Ungrouping the object 2 1 3 1. Right click the object. 2. Choose Group and then Ungroup. 3. Click beside the object and drag the arrow over it. www.slideteam.net
- 8. Edit Color 2 3 1 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. www.slideteam.net