Serial #99603461 Trademark

financial consulting in the areas of college savings planning, home affordability analysis, budgeting and cash flow planning, and retirement goal planning; Providing financial planning and advisory services for individuals and families; Financial planning services, namely, providing modular and comprehensive financial plans tailored to individual client needs and delivered as downloadable written reports; all of the foregoing excluding investment brokerage, securities trading, trust administration, or discretionary investment management services.

Providing educational services in the field of personal financial planning, namely, providing access to online educational materials through a client portal, including non-downloadable articles, guides, and planning checklists, and downloadable financial planning guides; providing non-downloadable webinars, all related to budgeting, saving, and retirement readiness; all of the foregoing provided exclusively to clients and not including professional financial advisor training or enterprise financial education services.