Trademark: 98312105
Word
CHECK SIX CLIENT DISCOVERY SYSTEM
Status
Pending
Status Code
630
Status Date
Wednesday, December 13, 2023
Serial Number
98312105
Mark Type
4000
Filing Date
Wednesday, December 13, 2023

Trademark Owner History

Classifications
36 In financial planning, having a deep understanding of where you've been and where you want to go are essential to having the right plan in place for you to fully succeed. Unfortunately, financial matters can be complex and basic clarity hard to find. I developed my "Check Six Client Discovery System," a series of surveys and interview questions to better understand a client's unique situation. This is a systematic, documented method for helping us shed light on complicated and vague issues, turning them into well-defined, confident answers. "Check six!" is an aviation term, meaning to visually clear the airspace behind you, increasing your overall situational awareness and determining what needs to be done and in what order. Sound familiar? It's exactly how financial planning should proceed. Here are the six steps and unique surveys and interview questions in the process: Biographical History Vision Values Goals and Expectations Mission Statement Risks and Concerns

Trademark Events
Mar 17, 2024
New Application Office Supplied Data Entered
Dec 13, 2023
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24