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Blue and White Finance Presentation

The document outlines a 6-stage financial planning cycle presented by Zenith Central Bank: 1) Understand your needs and goals. 2) Assess your current financial state. 3) Create funds essential to your survival. 4) Follow a schedule of budgeting and stick to it. 5) Monitor your finances. 6) Refine your financial plan as needed.

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luisjmv
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56 views9 pages

Blue and White Finance Presentation

The document outlines a 6-stage financial planning cycle presented by Zenith Central Bank: 1) Understand your needs and goals. 2) Assess your current financial state. 3) Create funds essential to your survival. 4) Follow a schedule of budgeting and stick to it. 5) Monitor your finances. 6) Refine your financial plan as needed.

Uploaded by

luisjmv
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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FINANCIAL PLANNING CYCLE

Zenith Central Bank

Stage 1 Stage 4
Understand your 02
Follow a schedule of
needs and goals 03
budgeting and stick to it

Stage 2 Stage 5
01
Assess your current 06 Monitor
fi nancial state
04

Stage 3 Stage 6
Create funds essential
05
Refine as needed
to your survival
FINANCIAL PLANNING CYCLE
Zenith Central Bank

Stage Stage Stage Stage Stage Stage


1 2 3 4 5 6

Understand Assess your Create funds Follow a Monitor Refine as


your current essential to schedule of needed
needs and fi nancial state your survival budgeting
goals and stick to it
FINANCIAL PLANNING CYCLE
Zenith Central Bank

Stage 1
Understand your needs and goals

Stage 2
Assess your current fi nancial state

Stage 3
Create funds essential to your
survival
Stage 4
Follow a schedule of budgeting and stick
to it
Stage 5
Monitor

Stage 6
Refi ne as needed
FINANCIAL PLANNING CYCLE
Zenith Central Bank

Stage 2 Stage 4
Stage 6
Assess your Follow a
current schedule of Refine as
fi nancial state budgeting and needed
stick to it

Stage 1 Stage 3 Stage 5


Understand your Create funds Monitor
needs and goals essential to
your survival
FINANCIAL PLANNING CYCLE
Zenith Central Bank

Stage 1
Understand your needs and goals

Stage 2
Assess your current fi nancial state

Stage 3
Create funds essential to your
survival
Stage 4
Follow a schedule of budgeting and stick
to it
Stage 5
Monitor

Stage 6
Refi ne as needed
FINANCIAL PLANNING CYCLE
Zenith Central Bank

Stage 2 Stage 4 Stage 6


Assess your Follow a schedule of Refi ne as
current fi nancial budgeting and stick needed
state to it

01 02 03 04 05 06

Stage 1 Stage 3 Stage 5


Understand Create funds Monitor
your essential to your
needs and survival
goals
FINANCIAL PLANNING CYCLE
Zenith Central Bank

Stage 1
Understand your
01 needs and goals

Stage 2
Stage 6
06 02 Assess your current
Refi ne as needed
fi nancial state

Stage 3
Stage 5
05 03 Create funds
Monitor
essential to your
survival
Stage 4
04
Follow a schedule of
budgeting and stick to
it
The Power
of Visual

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