U.S. federal trademark · Serial No. 97750199 · Reg. No. 7496983
Financial coaching services, namely, personal coaching services in the fields of personal finances, investment strategies, retirement income planning, prioritizing legacy, insurance, financial and estate planning
Financial planning services; financial advice, namely, budget planning; estate planning; Providing financial planning and educational information in the field of personal financial planning by telephone, video call or online chat; providing a website featuring financial planning and financial educational information and featuring website links to other content providers in the field of financial planning; providing financial assessment services and financial information services to employees; financial counseling services, namely, helping others build a better working relationship with their money via one-on-one counseling calls or online chats with financial planners
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.