SHIFT FINANCIAL PLANNING

Financial advice, namely, budget planning; Financial consultancy; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, financial planning services for individuals, families, and businesses towards financial organization, cash flow planning, and budgeting as well as portfolio investment analysis and management; Financial portfolio analysis services; Financial portfolio management; Management of portfolios of transferable securities; Management of securities portfolios