Financial services, namely, wealth management services

'financi':1 'manag':5 'name':3 'servic':2,6 'wealth':4

Educational and entertainment services, namely, providing motivational speaking services in the field of financial literacy

'educ':1 'entertain':3 'field':12 'financi':14 'literaci':15 'motiv':7 'name':5 'provid':6 'servic':4,9 'speak':8

Business consulting, management, and planning services in the field of retirement plan design and management, fiduciary compliance, financial literacy, and investment selection and monitoring

'busi':1 'complianc':17 'consult':2 'design':13 'fiduciari':16 'field':9 'financi':18 'invest':21 'literaci':19 'manag':3,15 'monitor':24 'plan':5,12 'retir':11 'select':22 'servic':6

MINDFUL MONEY

Owners

Goods & Services