EVERLEAP FINANCIAL PLANNING

Owners

Goods & Services

Financial planning and investment advisory services; Financial planning; Financial planning consultation; Investment management; Investment fund management services; Providing information in the field of financial planning; Providing information in the field of estate planning; Financial planning, namely, creating strategies for managing business finances, cash flow and debt planning, employee benefits planning, estate planning, retirement planning, education and college planning, risk and insurance planning, career transition planning, tax planning, and equity compensation planning

Downloadable electronic publications in the nature of workbooks, guides, checklists, worksheets, printables, audio files, spreadsheets, and downloadable PDF files in the field of personal finance, financial planning, wealth management and financial independence; Downloadable educational media, namely, audio and multimedia files featuring personal finance, financial planning, wealth management and financial independence; Downloadable printable educational materials in the field of personal finance, financial planning, wealth management and financial independence

Education services, namely, providing live and on-line workshops, classes, seminars, webinars, and non-downloadable videos in the field of financial planning, personal finance, wealth management, financial independence, and business finance management; Coaching in the field of financial planning, personal finance, wealth management, financial independence, and business financial planning