Helping clients develop a household budget powerpoint presentation slides

Slide 1: This slide introduces HELPING CLIENTS DEVELOP A HOUSEHOLD BUDGET. State YOUR COMPANY NAME and get initiated.
Slide 2: This slide showcases AGENDA. You need to put your company agenda and use it accordingly.
Slide 3: This slide presents FINANCIAL PLANNING which further listed these nine parameters- Investment Planning, Insurance Planning, Estate Planning, Education Planning, Retirement Planning, Tax Planning, Cash Flow Management, Corporate Strategies, Wealth Accumulation, Debt Management, Our Financial Planning Process.
Slide 4: This slide displays STEPS IN FINANCIAL PLANNING PROCESS The Financial Planning Process, Define The Relationship, Gather Data & Agree Goals, Analysis & Evaluation, Review & Report, Implement The Plan, Review & Report.
Slide 5: This slide presents OBJECTIVES OF FINANCIAL PLANNING with these nine steps- Financial Planning, Education Funding, Investment And Property Management, Reduction Of Tax Burden, Emergency Funding, General Investment Fund, Protection Against Personal, Retirement Funding Risk.
Slide 6: This slide showcases THE FINANCIAL PYRAMID with these parameters- Investment, Debt Reduction, Emergency Fund, Insurance(Protection), Net Worth, Cash Flow, Risk to Lerance, Goal, Investment, Insurance(Saving + Protection), Ideal Foundation, Risk Foundation.
Slide 7: This slide presents responsibilities of client and planner. You can add the client and planner as well.
Slide 8: This slide showcases requirement of data collection form with these parameters- Attitude to Risk, Estate Planning, Qualitative Information, Personal Details, Cash Flow, Basic Financial Details, Insurance.
Slide 9: This slide showcases CASH FLOW ANALYSIS with these four stages- Operations, Investing, Supplemental Information, Financing.
Slide 10: This slide presents cash flow control with these five parameters- Customer Order, Order Fulfilment, Inventory Management Control, Invoicing, Credit.
Slide 11: This slide showcases FINANCIAL HIGHLIGHTS. Add the details in the table and make the use of it.
Slide 12: This slide presents Financial Growth Analysis. You can add the details and make the use of it.
Slide 13: This slide shows FINANCIAL PLANNING TIMELINE with these months gap we have- July to October, November to December, January to March, October. Add the data in your timeline and make the best use of it.
Slide 14: This slide presents RESOURCE CAPACITY PLANNING. You can add the percentage and make the best use of it.
Slide 15: This slide showcases BUDGET FINANCIAL PLAN with some month of variations- JAN, FEB, MAR, APR, MAY, JAN, JUN.
Slide 16: This slide presents BUDGET FINANCIAL PLAN with these five factors- Implement, Solve, Analyze, Define, Review.
Slide 17: This slide presents NEW CAPITAL BUDGETING with these five parameters- Discounted Payback, Net Present Value, Payback, Internal Rate Of Return, Profitability Index.
Slide 18: This slide showcases BUDGET MONITORING PROCESS with these Services Performance and having four of the factors- Compare With Actual Spending, Take Actions On “Variances”, Approved Budget, Impact On Future Years.
Slide 19: This slide presents ANNUAL FINANCIAL BUDGET. You can add the budget in the different years.
Slide 20: This slide shows COST COMPARISON TABLE. You can add the details in cost comparison.
Slide 21: This slide showcases RISK TOLERANCE ANALYSIS with these three meters- LOW, MIDDLE, HIGH.
Slide 22: This slide presents RISK RETURN PLOT. You can add the points and make the best use of it.
Slide 23: This slide showcases RISK REWARD MATRIX table. You can add the details as per your requirement.
Slide 24: This slide shows FINANCIAL BALANCE SHEET DASHBOARD. Add the data and make the best use of it.
Slide 25: This slide presents FINANCIAL VALUE SEGMENTATION with four of the criteria and these are as follows.
Slide 26: This slide showcases INVESTMENT FLOW CHART with this you can add your requirement as such.
Slide 27: This slide presents TAX PLANNING with these six important parameters- Research And Analysis, Analyze Situation And Project Tax Saving, Implement Tax Saving Strategies, Provide Last Year’s Tax Return, Deliver Contact Outlining Fees, Gather Additional Information, Tax Planning Process.
Slide 28: This slide is titled Additional Slides.
Slide 29: This slide represents Our Mission. State your mission, goals etc.
Slide 30: This slide showcases Our Team with Name and Designation to fill.
Slide 31: This slide helps show- About Our Company. The sub headings include- Creative Design, Customer Care, Expand Company
Slide 32: This slide shows Comparison of number of users and Time.
Slide 33: This slide shows Our Goals for your company.
Slide 34: State your Financial score in this slide with relevant imagery and text. br/>Slide 32: This is a Quotes slide to convey message, beliefs etc.
Slide 33: This is a Dashboard slide to show- Strategic System, Success, Goal Process, Sales Review, Communication Study.
Slide 34: This is a Timelines slide to show- Plan, Budget, Schedule, Review.
Slide 35: This is a Location slide to show global growth, presence etc. on world map.
Slide 38: This is a Timelines slide to show- Plan, Budget, Schedule, Review.
Slide 39: This is a Post It slide for reminders of Direct Marketing.
Slide 40: This slide is titled Community to show company news, events, highlights etc. ntion. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention. This slide is 100% editable. Adapt it to your needs and capture your audience's attention.
Slide 41: This is a Puzzle slide with the following subheadings- PPC Advertising, Media Marketing, Print Marketing, E-mail Campaigns
Slide 42: This is a Target slide with the following subheadings- Current Situation, Competitive Analysis, Target Segments, Vision, Positioning.
Slide 43: This is a Circular image slide to show information, specifications etc.
Slide 44: This is a Venn diagram image slide to show information, specifications etc.
Slide 45: This slide shows a Mind map for representing entities.
Slide 46: This slide shows a Mind map for representing entities.
Slide 47: This slide showcases a Matrix with the following content- Development Clients, Dilemma Clients, Star Clients, High Value Clients.
Slide 48: This is a Lego Box slide with the following subheadings- Teach, Encourage, Increase, Build.
Slide 49: This is a Silhouettes image slide with the subheadings- INVENTORY, PAYMENT, CASH, CREDITCARD, CHECKOUT.
Slide 50: This is a Hierarchy slide showing- Supply Chain Manager, Supply Chain Council, Sourcing, Supplier Quality Engineer, Procurement, Logistics & Management, Supplier Management, Student, Contract Management.
Slide 51: This is a Bulb Or Idea image slide to show information, innovative aspects etc.
Slide 52: This is a Magnifying glass image slide to show information, scoping aspects etc.
Slide 53: This is a Bar Graph image slide to show product comparison, growth etc.
Slide 54: This is a Funnel image slide showing: Calls-to-action, Reachability, User Experience, Color Schemes, Engagement, Simplicity.
Slide 55: This is a Thank You slide for acknowledgement.