Educational services, namely, providing training, workshops, and methodology-based programs for financial planners, estate planners, and wealth advisors in the field of wealth identity and the psychological and relational dimensions of wealth; providing online and in-person coaching and certification programs for financial professionals in the field of wealth identity assessment and behavioral finance.

Providing online software for use by financial planners and wealth advisors for collecting, analyzing, and synthesizing client information related to wealth identity, money beliefs, and behavioral patterns for the purpose of generating client assessment reports; software as a service featuring tools for wealth identity assessment and client profiling in the field of financial planning and wealth management.