Software as a service (SaaS) services featuring non-downloadable software for AI-driven, conversational financial guidance; providing temporary use of online non-downloadable software for financial goal setting, personalized financial planning, progress tracking, and human-in-the-loop advisory support.

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Financial advisory and consultancy services for individuals; financial planning, namely, financial goal setting, customized action plans, real-time progress tracking, and ongoing accountability through human-in-the-loop advisory support, all designed to help individuals optimize their personal finances.

'account':24 'action':15 'advisori':2,31 'consult':4 'custom':14 'design':34 'financ':41 'financi':1,8,11 'goal':12 'help':36 'human':27 'human-in-the-loop':26 'individu':7,37 'loop':30 'name':10 'ongo':23 'optim':38 'person':40 'plan':9,16 'progress':20 'real':18 'real-tim':17 'servic':5 'set':13 'support':32 'time':19 'track':21

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