EVERLEAP FINANCIAL PLANNING

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 22 Nov 2025 filing date already counts against anyone who files later.

Record

Serial number

99511461

Mark type

Stylized text

Filed

22 Nov 2025

Attorney of record

KELLIANNE C JONES

Goods and services

• Class 009 — Scientific and electric apparatus: Downloadable electronic publications in the nature of workbooks, guides, checklists, worksheets, printables, audio files, spreadsheets, and downloadable PDF files in the field of personal finance, financial planning, wealth management and financial independence; Downloadable educational media, namely, audio and multimedia files featuring personal finance, financial planning, wealth management and financial independence; Downloadable printable educational materials in the field of personal finance, financial planning, wealth management and financial independence
• Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial planning; Financial planning consultation; Investment management; Investment fund management services; Providing information in the field of financial planning; Providing information in the field of estate planning; Financial planning, namely, creating strategies for managing business finances, cash flow and debt planning, employee benefits planning, estate planning, retirement planning, education and college planning, risk and insurance planning, career transition planning, tax planning, and equity compensation planning
• Class 041 — Education and entertainment services: Education services, namely, providing live and on-line workshops, classes, seminars, webinars, and non-downloadable videos in the field of financial planning, personal finance, wealth management, financial independence, and business finance management; Coaching in the field of financial planning, personal finance, wealth management, financial independence, and business financial planning

Owner

• Zestful Financial Planning, LLC, Newcastle, WA, US

Prosecution history

• 01 Apr 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 31 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
• 31 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
• 31 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
• 30 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
• 30 Mar 2026 — NON-FINAL ACTION E-MAILED
• 30 Mar 2026 — NON-FINAL ACTION WRITTEN
• 28 Mar 2026 — ASSIGNED TO EXAMINER
• 24 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 22 Nov 2025 — APPLICATION FILING RECEIPT MAILED
• 22 Nov 2025 — NEW APPLICATION ENTERED