THE STEWARDSHIP SOLUTION ...FROM INSIGHT TO ENDSIGHT

Owner

Goods & Services

Personal services, namely a process providing personal coaching services focusing on Biblical principles of stewardship; integrating faith, feelings, facts, and finances, leading to identification of purpose and passion, and resulting in a life plan which optimizes the stewardship of the individual and the family, including tax and legal planning, business counseling, advice, wealth advisory services, including financial planning, financial services, asset management, portfolio management, investment advice, financial analysis and consultation, business coaching, estate planning, charitable and philanthropic planning, Wealth Coach Services, Stewardship Coach Services, Stewardship Legacy Coach Services, Pathfinder services, Whole Life Stewardship, Holistic Stewardship, Family Office Services, Organization and Management of Advisors, Resources; Life Planning for individuals and families

Education and training services involving instructional and teaching material relating to Biblical principles of stewardship, Whole Life Stewardship, Holistic Stewardship, involving identification of life purpose, passion and plan based on an integration of faith, feelings, facts, and finances, and leading to a life plan involving tax and legal planning, advice, wealth advisory services, including financial planning, financial services, asset management, portfolio management, investment advice, financial analysis and consultation, business counseling and coaching, estate planning, charitable and philanthropic planning, Wealth Coach Services, Stewardship Coach Services, Stewardship Legacy Coach Services, Pathfinder services, Whole Life Stewardship, Holistic Stewardship, Family Office Services, Organization and Management of Advisors, Resources; Life Planning for individuals and families

Printed matter, namely instructional and teaching material relating to Biblical principles of stewardship, Whole Life Stewardship, Holistic Stewardship, involving identification of life purpose, passion and plan based on an integration of faith, feelings, facts, and finances, and leading to a life plan involving tax and legal planning, advice, wealth advisory services, including financial planning, financial services, asset management, portfolio management, investment advice, financial analysis and consultation, business counseling and coaching, estate planning, charitable and philanthropic planning, Wealth Coach Services, Stewardship Coach Services, Stewardship Legacy Coach Services, Pathfinder services, Whole Life Stewardship, Holistic Stewardship, Family Office Services, Organization and Management of Advisors, Resources; Life Planning for individuals and families

Design and development of computer software based on Biblical principles of stewardship to include software that identifies the integration of faith, feelings, facts, and finances, creates reports relating to the a life plan that results, which might involve such areas as tax and legal planning, business counseling and coaching, advice, wealth advisory services, including financial planning, financial services, asset management, portfolio management, investment advice, financial analysis and consultation, business counseling, estate planning, charitable and philanthropic planning, Wealth Coach Services, Stewardship Coach Services, Stewardship Legacy Coach Services, Pathfinder services, Whole Life Stewardship, Holistic Stewardship, Family Office Services, Organization and Management of Advisors, Resources; Life Planning for individuals and families

Financial planning and financial services, namely a consulting process based on Biblical principles of stewardship; integrating faith, feelings, facts, and finances, resulting in a life plan that employs tax and legal planning, business coaching, advice, wealth advisory services, including financial planning, financial services, asset management, portfolio management, investment advice, financial analysis and consultation, business counseling, estate planning, charitable and philanthropic planning, Wealth Coach Services, Stewardship Coach Services, Stewardship Legacy Coach Services, Pathfinder services, Whole Life Stewardship, Holistic Stewardship, Family Office Services, Organization and Management of Advisors, Resources; Life Planning for individuals and families

Business counseling based on Biblical principles of stewardship, integrating faith, feelings, facts and finances, involving tax and legal planning, advice, information, personal coaching, leading to a plan employing tax and legal planning, advice, wealth advisory services, including financial planning, financial services, asset management, portfolio management, investment advice, financial analysis and consultation, business counseling and coaching, estate planning, charitable and philanthropic planning, Wealth Coach Services, Stewardship Coach Services, Stewardship Legacy Coach Services, Pathfinder services, Whole Life Stewardship, Holistic Stewardship, Family Office Services, Organization and Management of Advisors, Resources; Life Planning for the individuals and families that own businesses; Business counseling including start-up, acquisition, buy-out, intra-family transfers, key man transfers, leveraged buy-outs, buy-sell arrangements, involving exit or acquisition strategies including ESOPS, stock options, phantom stock options, etc