ASSESS YOUR ASSETS

Downloadable printable planners and organizers; Downloadable electronic publications in the nature of financial planning journals, workbooks, and mobile applications for personal wealth assessment and financial goal tracking. in the field of personal finance, budgeting, and wealth development.

Printed publications, namely, brochures, booklets, and teaching materials in the field of personal finance and wealth planning; interactive printed materials for financial literacy.

Educational services, namely, conducting online and in-person seminars, workshops, courses, and coaching in the fields of personal finance, budgeting, and wealth development. and distribution of training materials in connection therewith