Financial Planning Lifecycle

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(2 Editable Slides)

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Financial Planning Lifecycle PPT Cover Slide
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Financial Planning Lifecycle

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Microsoft PowerPoint
Google Slides

The financial plans of individuals change over the course of their life, and these changes can be illustrated in a visually-compelling manner with our Financial Planning Life Cycle PPT template. This 100% editable, professionally-designed deck can be used to depict different stages in the life of an individual, characterized by distinct life events such as beginning a family, purchasing a house, planning investments, retirement, etc., and shift in focus in terms of financial planning. 

What’s Inside the Template?

One of the slides illustrates a figure presenting an individual’s financial life cycle based on a series of different stages that he/she transpires through during the lifetime, i.e., basic wealth protection, accumulation, and distribution. Another slide showcases the three stages of the financial life cycle, i.e., building wealth, preserving and increasing wealth, and living on saved wealth through an easy-to-understand, creatively-designed illustration adorned with beautiful color combinations. This deck can be effectively used by wealth managers and consultants to explain the importance of identifying financial objectives at every stage of life to the intended audiences. 

Key Features 

  • Easy-to-edit; you can make customizations without seeking external aid.
  • High-quality illustrations and infographics make it possible to present on large screens without impacting the optical resolution.
  • Use it for a lifetime by downloading it once.
  • Compatible with significant presentation platforms such as Microsoft PowerPoint, Apple Keynote, and Google Slides.

So, download this stunning PPT right away!

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