FINANCIAL PARTNER

Owners

Goods & Services

interactive multimedia computer program that features information on personal financial planning and forms and charts to use in personal financial planning; pre-recorded video and audio tapes featuring seminars on personal financial planning

stationery-type portfolios comprised of customized label tabs that organize an individual's personal financial documents; blank and partially blank forms designed to gather and organize an individual's personal financial information; series of newsletters and printed guide books featuring information on how to organize and simplify an individual's personal finances through the use of financial planning portfolios, filing systems, compiled asset and liability statements and information on cash flow and employee's benefits