U.S. federal trademark · Serial No. 85126841
Computer software for web-based access to applications and services in the field of finance and financial planning; Downloadable software for web-based access to applications and services in the field of finance and financial planning; Downloadable software in the nature of a mobile application for web-based access to applications and services in the field of finance and financial planning; Financial advice and consultancy services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial information and advisory services; Financial management; Financial planning and investment advisory services; Financial planning consultation; Educational and entertainment services, namely, providing motivational speaking services in the field of financial planning; Professional coaching services in the field of financial planning
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