U.S. federal trademark · Serial No. 97853179 · Reg. No. 7490140
Online personal financial planning services including the analysis and presentation of income and expenses, assets and liabilities, and pacing for goals using milestones; Online personal financial planning services including goal identification, assessment of expected cost, the timeline of goals, allocation of assets to goals, and the likelihood of successfully achieving goals; Online personal financial planning services including suggestions to improve the financial wellness and success rate of goal achievement, and presentation of financial impact from suggested actions; Online personal financial planning services including the creation of a financial health score to assess the overall health of a person's financial situation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.