[ Computer hardware and computer software programs for the integration of text, audio, graphics, still image and moving pictures into an interactive delivery for multimedia applications in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring; computer software for the collection, editing, organizing, modifying, book marking, transmission, storage and sharing of data and information in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring; computer software for use in customer relationship management (CRM) in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring; computer software platforms for use in communication, distribution and collaboration between the advisor/consultant and client/customer within the financial services industry and in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring; computer software that provides real-time, integrated business management intelligence by combining information from various databases and presenting it in an easy-to-understand user interface in the fields of financial services and life planning, business planning, education, collaboration, social networking, and mentoring ]

Financial analysis and consultation; Financial consultation; Financial information provided by electronic means; Financial management; Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research