LIFE IMPACT

Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, tax planning; support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models; business transition support for others via analyzing business data to determine the financial support needed for firms or advisors to transition from one broker dealer or registered investment advisor to another; asset management for others via creating asset allocation models to aid in business efficiency, performance, diversification and risk reduction; business consulting; business development services, namely, strategic partner development; business succession planning

Provision of services to the clients of investment advisory representatives (IARs) and registered investment advisor (RIA) firms, namely, educational services, namely, the provision of life coaching and instruction to the clients of IARs and RIA firms concerning such topics as life choices, stewardship, purpose giving, family planning and support, foundation formation, promise keeping and legacy

Providing an internet website portal for clients that features technology to facilitate and illustrate financial and life planning processes to clients