WHOLISTIC WEALTH MANAGEMENT

Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, investment planning; Financial advice, namely, budget planning; Financial trust planning; On-line financial planning services; Providing on-line information in the field of charitable monetary giving through financial and estate planning