K BLUKESTREL FINANCIAL PLANNING

Owners

Goods & Services

Providing an internet website portal featuring personal financial planning educational materials, namely, non-downloadable articles, guides, and planning checklists; providing non-downloadable webinars, all related to budgeting, saving, and retirement readiness; all of the foregoing provided exclusively to clients and not including professional financial advisor training or enterprise financial education services

Financial planning services, namely, providing modular and comprehensive financial plans tailored to individual client needs; financial consulting in the areas of college savings planning, home affordability analysis, budgeting and cash flow planning, and retirement goal planning; Providing financial planning and advisory services for individualsand families; all of the foregoing, excluding investment brokerage, securities trading, trust administration, or discretionary investment management services.

Downloadable reports featuring financial planning information; downloadable educational publications, namely, printable guides in the field of personal financial planning.