A software program used to virtually capture financial planning goals and objects for use in the delivery of financial advisory services

'advisori':20 'captur':7 'deliveri':17 'financi':8,19 'goal':10 'object':12 'plan':9 'program':3 'servic':21 'softwar':2 'use':4,14 'virtual':6

Financial services, namely, financial consultation for use eliciting financial planning goals and objects for use in the delivery of financial advisory services

'advisori':21 'consult':5 'deliveri':18 'elicit':8 'financi':1,4,9,20 'goal':11 'name':3 'object':13 'plan':10 'servic':2,22 'use':7,15

THE YOU CUBE

Owner

Goods & Services