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Minimal Client Presentation Template

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Transcript: Bob & Mary Smith Personal CFO Have you developed a Financial Plan? 57% 80% Probability of Success Probability of Success In Confidence Zone In Confidence Zone Current Status Optimal Result Needs Currently trying to benchmark their budget Not sure how much they currently spend or would need to keep lifestyle in retirement Wants to be able to live off $6/month since mortgage is paid off Currently spend $1843/month of health insurance as self employed Connie may go back to work Concerned about outliving their money Goals Give the next generation a better chance than he was given Leave a legacy to his son Pay for Callum's college Doesn't see himself retiring but will want to slow down at some point Wants to be on the board of a company working 10-20 hrs/wk making $30-40k/year Lifestyle Needs Lifestyle Needs Determine amount of income needed to support your essential living expenses Determine purpose and cost of one-time large expenditures including education, vacation homes or assistance for family members Establish your financial independence goals and the price to be paid to achieve them Review your annual charitable giving objectives and how they should be funded What are the income and lifestyle needs and wants of your family currently and prospectively? Item 2 Item 3 Item 3 Income Sources Income Sources Understand current and projected income for your family Determine the amount of income that you wish to replace if your were to become disabled Review the cost/benefits of various pension or retirement plan pay-out options Analyze social security income options Have you evaluated all current sources of income and potential changes to these sources? Understand required minimum distributions from retirement plans Objectively consider any expected gifts or inheritances Item 2 Item 3 Item 3 Item 3 Item 3 Benefit Utilization Benefit Utilization Review participation in pre-tax reimbursement and cafeteria plans Determine levels of participation and type of company retirement plans (qualified and non-qualified) Review all available stock purchase and stock option plans Evaluate whether any forms of IRA contributions, rollovers, or supplemental retirement plans on self-employment income are appropriate Are you fully utilizing all benefits available to you? Item 2 Item 3 Item 3 Investment Consulting Do your investments match your risk tolerance and financial goals? Current Investments UK SIPP ($300k) Morgan Stanley IRA ($170k) Texas College Savings 529 Plan ($35k) Investment Philosophy Investment Philosophy Define your attitude toward investment risk Determine whether the optimalized target allocation is consistent with your risk attitudes Determine legal, investment, regulatory restrictions or unique circumstances impacting your portfolio Determine the least risky asset allocation that maximizes the probablility of success of your financial plan Have you developed an investment philosophy? Item 2 Item 3 Item 3 Portfolio Mechanics Portfolio Mechanics Decide accounts to consolidate, transfer, or maintain separately and how to handle for policy & advice Determine the type of investments/strategies to be utilized in each account Determine portfolio tax and expense efficiency Review portfolio performance relative to appropriate benchmarks Have you determined the mechanics for managing your portfolio and the evaluation of what success looks like? Item 2 Item 3 Item 3 Business Succession What's your business worth and why? Business Overview Not Applicable Exit Planning Exit Planning Determine business valuation Develop succession plan Have you developed an exit plan for your business? Item 2 Business Interests Business Interests Consider liability & tax implications of your business structure Establish and/or review buy sell and business continuation agreements Determine potential business impact of owner disability Establish appropriate funding mechanisms for buy-out upon death Have you defined and protected your business interests? Item 2 Item 3 Item 3 Wealth Preservation How are you protecting the wealth you've built? Current Net Worth Net Worth - $905,000 Investment Assets - $505,000 Other Assets (House) - $400,000 Liabilities - $0 Tax Planning Tax Planning Determine appropriate levels of withholding and estimated tax payments Determine whether tax-loss harvesting is possible and appropriate Review gifting opportunities and strategies to transfer assets and reduce current income tax liabilities Determine whether to accelerate or defer income and/or deductions for tax bracket or AMT reasons Are you proactively engaged in tax planning for you and your dependents? Item 2 Item 3 Item 3 Credit Strategy Credit Strategy Determine desired level of emergency fund and credit lines funding Evaluate appropriate credit cards for limits and benefits Develop a strategy for when you wish to be debt-free Have you established your philosophy regarding using savings or credit? Item 2 Item 3 Debt Management Debt Management Review the Risk

MINIMAL:

Transcript: Nahin Shah Projects are focused on the dialogue between present and future technologies. He creates subtle interventions for big brands, researching and developing prototypes for them. Sticky Storm "From innovative new start-ups to the most recognized companies in the world, MINIMAL creates iconic, disruptive, brand-building products and experiences that connect emotionally with users. MINIMAL Inc. Elie Ahovi Elie Ahovi Windows 8 Interested in technologies that can be used in futuristic projects such as a marine drone to deal with plastic rubbish collected in the sea, low energy washing machines and game boxes. World Wildlife Fund Work Cited "Be Open Creative Think Tank." RSS. N.p., n.d. Web. 29 Apr. 2014. <http://beopenfuture.com/inside-the-academy/young-talent-award/short-listed>. "Dell XPS All-In-One." Dell XPS All-In-One. N.p., n.d. Web. 29 Apr. 2014. <http://www.mnml.com/21277/992865/our-work/dell-xps-all-in-one>. "Microsoft HD LifeCam." Microsoft HD LifeCam. N.p., n.d. Web. 29 Apr. 2014. <http://www.mnml.com/21277/526734/our-work/microsoft-hd-lifecam>. "MINIMAL (MNML) on Behance." Behance. N.p., n.d. Web. 29 Apr. 2014. <https://www.behance.net/MNML>. "Nike Amp+." Nike Amp+. N.p., n.d. Web. 29 Apr. 2014. <http://www.mnml.com/21277/678071/our-work/nike-amp>. "Sticky Storm." Sticky Storm. N.p., n.d. Web. 29 Apr. 2014. <http://www.mnml.com/21277/1196451/our-work/sticky-storm>. "What Is the Difference Between Modern and Postmodern Art?" Smithsonian. N.p., n.d. Web. 25 Apr. 2014. <http://www.smithsonianmag.com/arts-culture/ask-an-expert-what-is-the-difference-between-modern-and-postmodern-art-87883230/?no-ist>. "Windows Designer Explains Why Windows 8 Is Such a Mess [updated]." BGR. N.p., n.d. Web. 29 Apr. 2014. <http://bgr.com/2014/02/18/windows-8-design-criticism/>. "World Wildlife Fund." World Wildlife Fund. N.p., n.d. Web. 29 Apr. 2014. <http://www.mnml.com/21277/224142/our-work/world-wildlife-fund>. "Xbox 360 + Kinect." Xbox 360 + Kinect. N.p., n.d. Web. 29 Apr. 2014. <http://www.mnml.com/21277/223110/our-work/xbox-360-kinect>. “...tries to apply an industrial design method based on users, developing powerful tools to answer different challenges.”

Minimal Purple Presentation

Transcript: Minimal Purple Presentation A Sleek Approach to Project Design Design Elements Color Palette The design elements of a minimal purple presentation unify the aesthetic and functional aspects, creating an engaging visual experience. Color palette, typography choices, and layout are essential components that significantly impact audience perception and interaction. Key Takeaways Importance of Minimalism in Design Definition of Minimalism A well-structured execution strategy is essential for seamless project delivery. This section outlines the timeline, required resources, and team roles necessary to achieve project objectives effectively. Minimalist design enhances user experience by eliminating distractions. The use of purple not only stands out but also conveys a sense of creativity and elegance, aligning with modern design trends and audience preferences. The color palette primarily consists of shades of purple, enhancing sophistication and creativity. Complementary colors, such as soft grays or whites, are used to ensure readability and balance, allowing the purple tones to stand out without overwhelming the audience. Summarizing the project's key insights, this section highlights the significance of minimalism in design and its lasting impact on project outcomes. The integration of purple aesthetics underlines the project's unique approach. Project Objectives In design, minimalism fosters user engagement by emphasizing functionality and aesthetics. This approach leads to more streamlined interfaces, improved usability, and effective communication, benefiting both creators and users. Minimalism is a design philosophy characterized by the use of simple forms and elements. It encourages reducing visual clutter to create a more focused experience, thereby enhancing the viewer's engagement with essential components. Execution Strategy Future Considerations Layout and Structure Overview of Purple Aesthetics Clarifying project objectives is essential for successful outcomes. Objectives define the direction, target audience, and the desired results, forming a roadmap for the project's development. Conclusion Ongoing evaluation is essential for refining minimalist approaches in future projects. Consider incorporating user feedback to further enhance design elements and ensure alignment with evolving trends. Team Responsibilities Timeline for Development Introduction to Minimalism A minimalist layout focuses on simplicity and space, allowing content to breathe. Utilizing grids for structure helps organize information effectively, encouraging a clear flow and guiding the audience’s attention toward key messages without distraction. Purple is associated with creativity, luxury, and tranquility, often used effectively in minimalist design to evoke emotions and attract attention. The careful use of purple can enhance visual appeal without overwhelming the viewer. Successful execution depends on clearly defined roles: designers will lead initial iterations, developers will implement features, and project managers will coordinate efforts and track progress, ensuring accountability throughout. The project timeline spans 6 months with distinct phases: planning (1 month), design (2 months), implementation (2 months), and evaluation (1 month). Each phase incorporates milestones to ensure progress and timely delivery. Call to Action Minimalism emphasizes simplicity and functionality, stripping away excess to focus on core elements. This approach enhances clarity and impact, making it especially relevant in modern design contexts. Resources Required Desired Outcomes Target Audience Typography Choices Implement the insights from this project into upcoming designs. Encourage teams to adopt minimalist principles and test variations of purple aesthetics to foster creativity and engagement. Key resources include design software, development tools, and team expertise in minimal design principles. Additionally, a budget allocation for materials and training is essential to ensure teams are well-equipped. Defining desired outcomes establishes measurable success indicators. These outcomes should reflect the project's vision and should be communicated to stakeholders to align expectations and objectives. Identifying target audiences is crucial for tailoring the project’s message and design. Understanding demographics, preferences, and needs fosters effective communication and enhances audience engagement. Typography plays a crucial role in conveying the project’s message. A combination of sans-serif fonts for headings and serif fonts for body text is recommended to create a clean yet classic look, ensuring easy readability without sacrificing style.

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