ALIGN YOUR TIME AND MONEY WITH YOUR VALUES, PASSIONS, AND PURPOSE.

Tax and taxation planning, advice, information, and consultancy services; Charitable services, namely, organizing, promoting, and developing projects and events to promote awareness of the need for independence and stability, namely, financial, mental and emotional health, lifestyle, and wellness

Financial services, namely, investment brokerage services, financial planning for retirement, financial planning services, and securities brokerage; retirement fund investment services; retirement plan administration services; individual retirement account services; estate planning; estate trust planning; financial services, namely, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Philanthropic services concerning monetary grants to programs and projects conducted by groups and non-profits for activities supporting strengthening and sustaining well-balanced finances, mental health, lifestyle, and personal wellness; Financial investments in the nature of providing funding to entities and programs related to strengthening and sustaining well-balanced finances, mental health, lifestyle, and personal wellness; Financial investments in entities and programs supporting innovation and transformation in the fields of finances, mental health, lifestyle, and personal wellness; Finance-related consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced finances

Conducting workshops and seminars in the fields of finances, mental and emotional health, lifestyle, and wellness; Charitable services, namely, developing training for others to promote awareness of the need for independence and stability, namely, financial, mental and emotional health, lifestyle, and wellness

Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting, providing and receiving information and data in the fields of personal finance, financial planning, retirement planning, investments and tax planning, all via computer and communication networks

Wellness and health-related consulting services for individuals and entities; Counseling in the field of developing, strengthening, and sustaining well-balanced mental and emotional health, lifestyle, and personal wellness

Personal lifestyle consulting services