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

Tax planning; Philanthropy consultation relating to taxation planning; Tax and taxation planning, advice, information and consultancy services; Charitable services, namely, 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 for others

Investment management; Investment advisory services; Financial portfolio management; Financial planning; Financial planning consultation; On-line financial planning services; Financial planning and investment advisory services; Financial asset management; Financial risk management

Charitable services, namely, providing training in the field of independence and stability, namely, financial, mental and emotional health, lifestyle, and wellness

Providing temporary use of online non-downloadable computer software 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

Personal lifestyle consulting services