YOUR PRIVATE WEALTH PLAN

Financial services, namely, wealth management services; Financial advisory and consultancy services; Wealth transfer planning; Providing information in the field of wealth management

Life coaching services in the field of wealth management

Providing temporary use of on-line non-downloadable software for wealth management; Providing temporary use of on-line non-downloadable software for sending client questionnaires, and receiving and analyzing responses to client questionnaires; Providing temporary use of on-line non-downloadable software for use as a wealth management client portal