Financial advice and consultancy services; Financial advice, namely, budget planning; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analyses; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultancy and insurance consultancy; Financial consultation; Financial consulting; Financial consulting in the field of real estate note brokerage; Financial counseling services, namely, helping others build a better working relationship with their money; Financial due diligence; Financial due diligence services in the field of real estate; Financial evaluation for insurance purposes; Financial forecasting; Financial information and advisory services; Financial information and evaluations; Financial management; Financial management via the Internet; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, mortgage planning; Financial services, namely, mortgage refinancing; Providing a web site featuring personal financial information and financial advice; Providing financial assistance for rent and utilities, food, travel, prescription cost and other necessities of life; Providing on-line financial calculators