U.S. federal trademark · Serial No. 99095640
Financial planning and financial advisory services delivered in person or virtually, featuring a consumer-focused engagement-based pricing model in which clients are charged based on the number of meetings held within a defined 30-day engagement window, with no ongoing fees between engagements; namely, guidance on budgeting, saving, investment planning, debt management, insurance consultation, retirement planning, estate planning, and other personal financial matters
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.