Financial Planning Circular Process Template for PowerPoint & Google Slides

Drive structured financial planning workflows with this customizable circular process diagram slide, designed to articulate each phase—from initial interview through data gathering, analysis & strategy, plan presentation, implementation, to review & monitor—in a single cohesive visual. The six interlocking gradient segments form a ring around a central hub, each anchored by numbered labels and crisp vector icons for clarity. A clean white background and modern sans-serif text maintain professional polish while ensuring readability. Built on PowerPoint and Google Slides master slides, all elements are fully vectorized, enabling rapid color swaps, resizing, and icon replacements to align with any brand palette.

Connectors and spacing guides automatically adjust when segments are repositioned, eliminating manual realignment and accelerating slide editing. Alternative layouts include siloed segment breakdowns or standalone icons, giving you flexibility to tailor the diagram to specific contexts. Title and subtitle placeholders are preformatted for consistent typography, and built-in object animation presets allow sequential reveals to guide audience focus during presentations. Comprehensive speaker notes offer step-by-step customization instructions, covering color theme application, icon library integration, and text hierarchy adjustments, making the slide accessible even to non-designers.

Optimized for cross-platform fidelity, this diagram preserves perfect alignment and object grouping across devices, eliminating formatting issues and version-control headaches. Whether you are presenting client onboarding processes, risk assessment frameworks, or performance reviews, this versatile asset streamlines narrative development and enhances audience engagement. Use it as a standalone overview or integrate it into larger strategic decks on financial advisory, budgeting cycles, or investment roadmaps for maximum impact.

Who is it for

Financial advisors, CFOs, accountants, and business consultants will leverage this circular process diagram to present structured planning frameworks, streamline client briefings, and align cross-functional stakeholders on financial strategies.

Other Uses

Beyond financial planning, repurpose this layout for project kickoffs, compliance audit workflows, or marketing campaign timelines. Swap icons and labels to map risk management phases, budgeting sprints, or product development cycles in any strategic deck.