Downloadable software for financial advisors for managing personal finances and budgeting; Downloadable mobile application for financial advisors for managing personal finances, savings and budgeting; Downloadable software for financial advisors for tracking personal finances, personal savings, and personal finance well-being; Downloadable computer application software used by financial advisors, namely, a digital financial management platform for financial advisors to assist consumers in managing, viewing, tracking, monitoring, goal setting, analyzing, and receiving reports on personal finances and savings and personal finance well-being; Downloadable software for financial advisors for providing financial information and financial education to clients and consumers in the field of generating free cash flow and rate of accumulation and rate of saving

Financial services, namely, wealth management services, distributed to financial advisors; Financial advice and consultancy services, distributed to financial advisors; Financial advisory and consultancy services, distributed to financial advisors; Financial consulting services, namely, expert analysis in finance and savings, distributed to financial advisors; Financial consulting services, namely, expert analysis and assistance to facilitate achievement of savings free cash flow goals, distributed to financial advisors; Financial counseling services, namely, helping financial advisors help others build a better working relationship with their money; Financial information and advisory services, distributed to financial advisors; Financial investment brokerage services, distributed to financial advisors; Financial retirement plan consulting services, distributed to financial advisors; Providing financial services with respect to securities and other financial instruments and products, namely, money management services, distributed to financial advisors; Strategic financial advisory services, distributed to financial advisors; Providing information, metrics, advice, and guidance in the field of personal finance well-being, distributed to financial advisors; Providing information, metrics, advice, and guidance in the field of personal finance status, distributed to financial advisors; Providing financial information and financial education to financial advisors and their consumers in the field of generating free cash flow and rate of accumulation and rate of saving