Life coaching services in the field of people's relationship to money and finances; Money coaching services; Personal coaching services in the field of helping people to create a better relationship with money by teaching them to be aware of the thoughts and emotions they have about money

Financial planning; Financial planning consultation; Estate trust planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial trust planning

Printed materials, namely printed readings, exercises and worksheets, for encouraging and enhancing understanding of business and entrepreneurial concepts, financial management, financial independence, money skills, and personal finance