FINANCIAL VISION BOARD

Owner

Goods & Services

Downloadable electronic publications in the nature of books, guides, workbooks, and planners in the field of financial planning, financial vision board creation, and financial wellness; downloadable mobile applications for assisting users in setting, tracking, and achieving financial goals through vision boards; downloadable digital tools, namely, templates, worksheets, and checklists in the field of financial literacy and financial goal-setting.

Educational services, namely, providing workshops, seminars, coaching, and training programs for individuals and businesses in the field of financial wellness, financial planning, personal financial goal-setting, and vision board creation; providing online non-downloadable videos and podcasts in the field of financial education and financial goal-setting; organizing and conducting live and virtual conferences, workshops, and events to promote financial wellness and personal growth.