FULR

Owner

Goods & Services

Software as a service (SAAS) services featuring software for personal financial planning, namely, software for recording and tracking financial account balances and forecasting future account balances based on user-entered income and expenses or downloadable data

Financial planning consultation services, namely, providing consumers with personalized analysis and forecasts of financial account balances based on user-provided income and expense data

Printed workbooks and worksheets in the field of personal financial planning and budgeting; printed educational course materials in the field of personal financial planning

Downloadable mobile application software for personal financial planning, namely, software for recording and tracking financial account balances, forecasting future account balances based on user-entered income and expense data or downloaded data, and providing alerts and notifications relating to projected account balances and cash flow; downloadable electronic publications, namely, workbooks and worksheets in the field of personal financial planning and budgeting; downloadable electronic publications, namely, educational course materials in the field of personal financial planning

Educational services, namely, providing courses, workshops, and seminars in the field of personal financial planning and budgeting; providing online, non-downloadable educational videos and electronic publications in the field of personal financial planning; education services, namely, conducting classes and speaking engagements in the field of personal finance