Filed May 12, 2026

Serial No. 99819213

Examining Attorney null

Class Financial planning; Financial planning consultation; Providing information in the field of financial planning for therapists and mental health professionals; Consulting in the field of finance; Providing information in the field of financial planning for therapy practices; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, business and financial consulting for therapy practices; Investment consultancy; Investment management; Providing information regarding financial investment strategies for therapists; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial advisory and consultancy services, namely, cash flow, budgeting, and financial organization consulting for therapists; Providing information in the field of financial planning for helping therapists organize, align, and simplify their personal and business finances; Financial advisory and consultancy services, namely, development and implementation of personalized financial systems and strategies for therapists and healthcare professionals; Financial advisory and consultancy services, namely, providing financial wellness programs designed for therapists and private practice owners; Financial advisory and consultancy services, namely, consulting focused on integrating personal finances, business finances, taxes, investments, and long-term financial planning for therapists; 100; 101; 102; 100; 101; 107

Case Type Service mark