U.S. federal trademark · Serial No. 50147227
Downloadable software for financial planning, financial management, budgeting, investment planning, financial wellness, retirement planning, and financial literacy; Downloadable software for users to create personalized plans for financial wellness; Downloadable software for providing financial decision-making tools, providing accountability tools for financial goals, analyzing user needs and delivering tailored financial insights, guidance, and educational resources; Downloadable educational mobile applications featuring instruction in financial planning, personal financial management, and personal investment planning; Downloadable educational media, namely, video recordings, articles, tools, resources, information featuring personal finance, financial planning, budgeting, wealth management, investing, financial wellness, retirement planning, financial literacy, financial management, personal investment planning; Downloadable chatbot software for providing financial information
Providing education courses in the field of personal financial planning, personal financial management, and personal investment planning offered through online, non-downloadable videos and instructor assistance; Providing on-line tutorial videos in the field of personal financial planning, personal financial management, and personal investment planning, not downloadable; Providing a website featuring non-downloadable videos in the field of personal finance, financial planning, budgeting, wealth management, investing, financial wellness, retirement planning, and financial literacy; Providing a website featuring blogs and non-downloadable publications in the nature of articles and posts in the field(s) of personal financial planning, personal financial management, and personal investment planning; Providing online newsletters in the field of finance via e-mail; On-line publication of electronic periodicals; Money coaching services
Providing temporary use of on-line non-downloadable software for financial planning, financial management, budgeting, wealth management, investing, financial wellness, retirement planning, financial literacy, personal financial management, and personal investment planning; Providing temporary use of online non-downloadable computer software applications for providing financial decision-making tools, providing accountability tools for financial goals, analyzing user needs and delivering tailored financial insights, guidance, and educational resources; Providing temporary use of online non-downloadable computer software applications for users to create personalized plans for financial wellness; Providing temporary use of online non-downloadable chatbot software for providing financial information
Providing information in the field of finance; Financial advice; Financial planning; Providing information and research in the field of finance and financial investments; Financial planning for retirement; Providing financial news and information in the field of financial planning, retirement, and investing; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial wealth management services; On-line financial planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.