SPEND SPLURGE SAVE SHARE

Downloadable mobile application for connecting users and financial advisors; Downloadable mobile application for personal and household financial budgeting, financial budget planning, cash flow planning, personal financial advice; Downloadable mobile applications for processing electronic payments and for transferring funds to and from others; Downloadable mobile application for providing online financial calculators and tools for use in financial planning and analysis; Downloadable computer software for personal financial accounts, namely, for monitoring of transactions and account balance; Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, related to banking and investing for use by financial advisors and their clients

Financial advice, namely, budget planning; Debt management consultation; Debt management services; Advice on finance during retirement; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement