Client centric financial planning process powerpoint presentation slides

Slide 1: This slide introduces Client Centric Financial Planning Process with imagery.
Slide 2: This is an Agenda slide. State your agendas here.
Slide 3: This slide shows Financial Planning process with the following components- Retirement Planning, Estate Planning, Investment Planning, Wealth Accumulation, Insurance Planning, Education Planning, Tax Planning, Cash Flow Management, Corporate Strategies, Debt Management.
Slide 4: This slide shows Steps In Financial Planning Process. Some of these are- Define The Relationship, Gather Data & Agree Goals, Analysis & Evaluation, Create & Present Solution In A Plan, Implement The Plan, Review & Report.
Slide 5: This slide shows Objectives Of Financial Planning such as- Education Funding, Investment And Property, Reduction Of Tax Burden, Management, General Investment Fund, Emergency Funding, Retirement Funding, Protection Against Personal, Risk.
Slide 6: This slide shows The Financial Pyramid with various levels listed as- Investment, Debt Reduction, Emergency Fund, Insurance(Protection), Net Worth, Cash Flow, Risk to Lerance, Goal, Insurance(Saving + Protection).
Slide 7: This slide states the Responsibilities Of Client And Planner. Add them here and use it accordingly.
Slide 8: This slide showcases seven Requirements Of Data Collection Form which are- Personal Details, Basic Financial Details, Cash Flow, Insurance, Estate Planning, Qualitative Information, Attitude to Risk.
Slide 9: This slide shows 4 components of Cash Flow Analysis- Investing, Supplemental Information, Operations, Financing.
Slide 10: This is Cash Flow Control slide showing- Invoicing, Credit, Inventory Management, Customer Order, Order Fulfilment, Control.
Slide 11: This slide presents Financial Highlights in years.
Slide 12: This slide shows a graphical presentation of Financial Growth Analysis.
Slide 13: This slide presents Financial Planning Timeline. Add relevant data here as per your need.
Slide 14: This slide shows Resource Capacity Planning in a pie chart/ graph form with text boxes.
Slide 15: This slide shows Budget Financial Plan in a circular form.
Slide 16: This slide also shows Budget Financial Plan with the following 5 steps- Implement, Review, Solve, Analyze, Define.
Slide 17: This is New Capital Budgeting slide showing- Net Present Value, Internal Rate Of Return, Profitability Index, Payback, Discounted Payback.
Slide 18: This is Budget Monitoring Process slide showing the following four characteristics of Services Performance- Compare With Actual Spending, Take Actions On “Variances”, Approved Budget, Impact On Future Years.
Slide 19: This slide presents Annual Financial Budget graphically.
Slide 20: This slide shows Cost Comparison Table. Use this table to compare your own costs.
Slide 21: This slide shows Risk Tolerance Analysis slide with metric imagery.
Slide 22: This slide shows Risk Return Plot.
Slide 23: This slide shows RISK REWARD MATRIX with three parameters- High Low Med
Slide 24: This slide displays Financial Balance Sheet Dashboard in charts and graphs form.
Slide 25: This slide shows Financial Value Segmentation with five major categories listed as- Basic, Standard, Business, Professional, Marketing.
Slide 26: This slide shows Investment Flow Chart further divided into three main categories- Investment, Non-Guaranteed Return Investment, Guaranteed Return Investment.
Slide 27: This slide shows Tax Planning with the following steps- Deliver Contact Outlining Fees, Research And Analysis, Analyze Situation And Project Tax Saving, Implement Tax Saving Strategies, Provide Last Year’s Tax Return, Gather Additional Information,
Slide 28: This slide is titled Additional Slides to move forward. You can change the slide content as per need.
Slide 29: This is OUR MISSION slide. State your Vision, Goal, Strategies, Mission here.
Slide 30: This is an Our Team slide with name, image and text boxes to put the required information.
Slide 31: This is an About Us slide. State team/ company specifications here.
Slide 32: This slide shows OUR GOAL with target and arrow imagery.
Slide 33: This slide displays Comparison between two entities in percentage.
Slide 34: This is a Financial score slide. State financial aspects, information etc. here.
Slide 35: This is a Quotes slide to convey company/ organization message, beliefs etc. You may change the slide content as per need.
Slide 36: This is a Dashboard slide to show information in percentages etc.
Slide 37: This is a Location slide to show global growth, presence etc. on a world map image.
Slide 38: This is a Timeline slide to present important dates, journey, evolution, milestones etc.
Slide 39: This is a Post It slide to mark events, important information etc.
Slide 40: This is a News Paper slide to flash company event, news or anything to highlight.
Slide 41: This is a Puzzle pieces image slide to show information, specifications etc.
Slide 42: This is a Target image slide. State targets, etc. here.
Slide 43: This is a Circular image slide. State specifications, information here.
Slide 44: This is a Venn diagram image slide to show information, specifications etc.
Slide 45: This is a Mind map image slide to show information, specifications etc.
Slide 46: This is a MATRIX slide. Put relevant comparing data here.
Slide 47: This is a LEGO slide with text boxes to show information.
Slide 48: This is a Silhouettes infographic slide to show information, specifications etc.
Slide 49: This is a Hierarchy slide to show information, organization/ team structure, specifications etc.
Slide 50: This is a Bulb or Idea image slide to show ideas, innovative information etc.
Slide 51: This is a Magnifying Glass image slide to show information, specifications etc.
Slide 52: This is a Bar Graph slide to show product/ entity comparison, specifications etc.
Slide 53: This is a Funnel image slide to show information, funneling aspects, specifications etc.
Slide 54: This is a Thank You image slide with Address, Email and Contact number.