The mark consists of An image of a gray road with double yellow dividing line and white exterior lines winding through a dense forest lined with various shades of green trees on both sides under a blue sky with white clouds. Over the image are free form text containing client family name written above FINANCIAL LIFE PLANNER followed by the date and bible verse Proverbs 20:5 which reads: The plans of a man's heart are deep waters, but a man of understanding draws them out. There text boxes for Keys Areas of Progress allowing for 5 free form items below; another text box titled Current Financial Snapshot with four quadrants titled Cash Reserves, Growth Assets, Debt and Risk Management; 8 text boxes allowing for free form text of Personal Goals, title, when, and amount; 3 Thought Bubbles with Personal Goals, title, when, and amount; Company Logo, Broker Dealer Logo and Company contact information in lower right hand corner.