CHARTING A COURSE TO FINANCIAL INDEPENDENCE

Owners

Goods & Services

[ Advice relating to investments; financial advice; financial advice and consultancy services; ] financial advice, namely, budget planning; [ financial advisory and consultancy services, namely, ] financial planning [ and investment advisory services ] ; providing advice, namely, counseling third parties in respect of their cash flow and importance of maintaining cash flow and tools in the nature of a website featuring informational, non-downloadable photographic, audio, and video presentations in the field of maintaining cash flow and importance of maintaining cash flow and cash flow goal setting; [ financial consultation; financial planning; financial planning and investment advisory services; financial planning consultation; ] financial planning for retirement; financial planning, namely, the creation of personalized strategies to achieve financial independence; providing on-line information in the field of financial planning [ and investment advisory services; financial trust planning; investment advice ] ; on-line financial planning services; providing a web site featuring non-downloadable instructional videos in the field of finance; providing a web site featuring personal financial information [ and financial advice ] ; providing a website featuring nondownloadable videos in the field of financial planning; providing information [ and advice ] in the field of finance, [ financial investments, financial valuations, ] and the financial aspects of retirement

A series of books and written articles in the field of financial planning [ and investment advisory services ] ; a series of books, written articles, handouts and worksheets in the field of financial planning [ and investment advisory services ] ; books in the field of financial planning and investment advisory services; catalogs in the field of financial planning [ and investment advisory services ] ; educational kits sold as a unit in the field of financial planning [ and investment advisory services ] consisting primarily of educational books, [ flash cards and ] worksheets [, and also including DVDs ] ; pamphlets in the field of financial planning [ and investment advisory services ] ; printed guides for financial planning [ and investment advisory services ] ; printed materials, namely, written articles in the field of financial planning [ and investment advisory services ]