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Goods & Services

Education services, namely, providing seminars, workshops, presentations and coaching in the fields of planning and managing finances, creating personalized strategies to achieve financial independence, consumer bank accounts, establishing financial goals, methods of systematizing and organizing financial affairs, budgeting, forms of debt, methods of managing debt, debt reduction strategies, insurance options available to consumers, investment options available to consumers, investment strategies, wealth building strategies, forms of real estate financing and mortgages available to consumers, and money management skills, and course materials distributed therewith

Providing financial information, namely, information in the fields of planning and managing finances, creating personalized strategies to achieve financial independence, consumer bank accounts, establishing financial goals, methods of systematizing and organizing financial affairs, budgeting, forms of debt, methods of managing debt, debt reduction strategies, insurance options available to consumers, investment options available to consumers, investment strategies, wealth building strategies, forms of real estate financing and mortgages available to consumers, and money management skills; Financial consulting, namely, consulting in the fields of planning and managing finances, creating personalized strategies to achieve financial independence, consumer bank accounts, establishing financial goals, methods of systematizing and organizing financial affairs, budgeting, forms of debt, methods of managing debt, debt reduction strategies, insurance options available to consumers, investment options available to consumers, investment strategies, wealth building strategies, forms of real estate financing and mortgages available to consumers, and money management skills