36 financial planning; financial planning, namely, creating personalized strategies for achieving financial independence; financial planning and investment advisory services; investment management for others; financial trust planning; estate planning; investment advisor; develop personalized investment strategies; investment management; financial planning for retirement; retirement planning; retirement coaching; financial retirement plan consulting services; advice on finance during retirement;coaching and life centered coaching for others
The mark consists of The words "PurposePath" with thw word "CAPITAL" underlying "Path", a line extending under "PurposePath" and a "P" having a sunrise and mountain image in the top of the "P". Color is not claimed as a feature of the mark.