consulting, advisory, and coaching services in the field of couples' and family finances and wealth management; financial planning and investment advisory services; facilitation of support services, namely, coordinating financial planning, wealth management, and estate planning for families and couples; financial coordination services, namely, cash flow management, debt management, risk management, investment planning, retirement planning, tax planning, estate planning, and advising on life, disability, long-term care, property, and casualty insurance needs; financial services, namely, financial planning and wealth management services; investment management services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial asset management services; financial life planning, namely, financial planning based on the client's clarified goals and values; providing online information on the topic of end-of-life insurance and estate planning, namely, information on choosing life insurance policies, and trust and estate planning; financial advisory and consultancy services, namely, advice and financial services for retirement, estate and tax planning, financial management, cash management, investment advisory, providing information in the field of finance, financial investment brokerage, advice on financial matters related to life planning goals, financial management and strategic direction for families and couples

providing end-of-life planning programs and supervision; providing classes, seminars, conferences, workshops, educational courses, presentations, and online instruction in the field of a 9-step program for making end-of-life or post-mortem arrangements; life coaching services in the field of a 9-step program for making end-of-life or post-mortem arrangements; life coaching services in the field of life and end-of-life planning; educational and training services, namely, providing classes, seminars, conferences, workshops, educational courses, presentations, and online instruction in the field of advance healthcare planning, emergency care, nursing home placement, end-of-life planning, the drafting of advance healthcare directives, living wills, and healthcare powers of attorney, funeral and memorial service planning, cremation and cemetery arrangements and planning, and other end-of-life or post-mortem arrangements, and distribution of training materials in connection therewith; life coaching services in the field of advance healthcare planning, emergency care, nursing home placement, end-of-life planning, the drafting of advance healthcare directives, living wills, and healthcare powers of attorney, funeral and memorial service planning, cremation and cemetery arrangements and planning, and other end-of-life or post-mortem arrangements; educational and training services, namely, providing classes, seminars, conferences, workshops, educational courses, presentations, and online instruction in the field of couples' finances, family finances, relationships and money, marriage and money, and wealth management and the distribution of course material therewith; life coaching services, namely, providing classes, seminars, conferences, workshops, educational courses, presentations, and online instruction in the field of couples' finances, family finances, relationships and money, marriage and money, and wealth management; advisory services in the nature of family strategy development and relationships training; educational services, namely, providing a website featuring blogs and non-downloadable electronic educational publications in the nature of online journals, newsletters, articles, resource guides, check-lists, brochures and manuals in the field of end-of-life planning, funeral and memorial service planning, cremation and cemetery arrangements and planning, personal finance, wealth management, and other end-of-life or post-mortem arrangements; education and entertainment services, namely, providing podcasts in the field of end-of-life planning; providing on-line non-downloadable publications, namely, newsletters, periodicals, blogs, and non-downloadable content in the field of end-of-life planning, pre-planned funeral arrangements, personal finance and wealth decisions; personal coaching services in the field of leadership, character building, personal mindset, goals setting, confidence, time management, and business; personal coaching services for life planning, life wellness, character building, goal setting, personal obstacle management, and life and people coping skills; special event planning for end-of-life celebrations and memorials