The document presents a diagram of a financial planning process that involves ongoing education at each step. The process includes clarifying goals and needs, analyzing needs, defining visions and goals, implementing a plan, and educating on specific solutions and alternative strategies. At each step, education is provided on "the issues".

1. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING
EDUCATING ON EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS
THE ISSUSE NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU
EDUCATING ON THE
ISSUSE
EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
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2. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING
EDUCATING ON EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS
THE ISSUSE NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU
EDUCATING ON THE
ISSUSE
EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
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3. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING
EDUCATING ON EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS
THE ISSUSE NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU
EDUCATING ON THE
ISSUSE
EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
Your Text Goes Here
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life. Capture your audience’s attention. All images are 100% editable in powerpoint .
Your Text Goes here..
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4. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING
EDUCATING ON EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS
THE ISSUSE NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU
EDUCATING ON THE
ISSUSE
EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
Text Here
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life. Capture your audience’s attention. All images are 100% editable in powerpoint .
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5. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU
EDUCATING ON THE
ISSUSE
EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
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 .
Your Text Goes here..
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6. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING
EDUCATING ON EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS
THE ISSUSE NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU
EDUCATING ON THE
ISSUSE
EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
Your 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 .
Your Text Goes here..
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7. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING
EDUCATING ON EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS
THE ISSUSE NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU
EDUCATING ON THE
ISSUSE
EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
Your Text Goes 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 .
Your Text Goes here..
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8. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
Your 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 .
Your Text Goes here..
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9. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING
EDUCATING ON EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS
THE ISSUSE NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU
EDUCATING ON THE
ISSUSE
EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
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 .
Your Text Goes here..
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10. Financial Planning Process - Style 4
ONGOING
EDUCATING ON CLARIFYING
EDUCATING ON EDUCATING YOUR
ANALYZING ON
THEREVIEW
ISSUSE YOUR GOALS
THE ISSUSE NEEDS
THE ISSUSE
DEFINNING YOUR
IMPLEMENTING
EDUCATING ON
YOUR PLAN
THE ISSUSE YOU
EDUCATING ON THE
ISSUSE
EDUCATING ON
VISIONS AND
THE ISSUSE
GOALS
EDUCATING ON
SPECIFIC SOLUTION ALTERNATIVE
EDUCATING ON EDUCATING ON
THE ISSUSE STRATEGIES
THE ISSUSE THE ISSUES
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 .
Your Text Goes here..
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11. All images are 100% editable in Powerpoint
“Change color, size and orientation of any icon to your liking”
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12. 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.
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13. 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.
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