Financial services; namely, provision of a proprietary system by which personal financial data is aggregated in one dashboard for the purpose of fostering awareness of current financial position in order to outline next steps to get to desired financial and personal outcomes.

'aggreg':15 'awar':24 'current':26 'dashboard':18 'data':13 'desir':38 'financi':1,12,27,39 'foster':23 'get':36 'name':3 'next':33 'one':17 'order':30 'outcom':42 'outlin':32 'person':11,41 'posit':28 'proprietari':7 'provis':4 'purpos':21 'servic':2 'step':34 'system':8

WEALTH NAVIGATION SYSTEM

Owner

Goods & Services