U.S. federal trademark · Serial No. 77030028 · Reg. No. 3416667
Workshops, training, and mentorships providing a structured process to help an individual explore and understand their relationship to money while learning basic communication, relationship, and goal-setting skills, and featuring continuing guided advice for the creation and implementation of a viable financial plan that substitutes and facilitates the life dreams of the individual through application of a model encompassing exploration, vision, obstacles, knowledge and execution to the planning process and relationship
Relationship-based, life-centered financial planning
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