Financial planning

Best financial planning professionals

Browse top-rated financial planning professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (363) Tax preparation (105) Financial planning (340) Bookkeeping (73) Insurance consulting (70) Estate planning (9)

Top financial planning professionals

D

Donna Noyce

Cashflow Consultation

During this discovery call, we will conduct an in-depth overview of your cashflow (money in and money out) as it relates to billing, business solutions, and marketing. We will then analyze the compiled data and based on the findings, provide detailed reporting and/or end-to-end solutions. We will be covering:Payment Processing Methods In UseHow And How Much You Are Being BilledAreas Where There Is Room For Revenue (a.k.a. more money to your bottom line)Cost vs. BenefitsHow A New Solution May Hel...

Starting at

$500.00

R

Ruthie Thee Truth

15 Minute Discovery Call

Welcome to Ruthie’s 15 Minute Discovery Call booking page!Looking to learn more about how to get your credit score to the next level? Or, perhaps you’re wanted to see a trusted professional to guide you through some financial hardships you may be facing right now?Well, look no further… Ruthie Thee Truth has exactly what you need to take your lifestyle from debt to dreams come true!With so many goals in life that simply can’t be accomplished without your finances and credit being in order, you wa...

Starting at

Free

T

TheNerryGroup

Business finance for SME's

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at

£399.00

T

TheNerryGroup

Business finance for Sole traders

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at

£399.00

J

João de Saldanha

15 Minute Meeting

Book a discovery call with me for 15 minutes!

Starting at

€1.00

J

João de Saldanha

30 Minute Meeting

Book a business meeting with me for 30 minutes!

Starting at

€50.00

A

Amrit Rupa

Smart Money Investing Strategy

I help you understand, and find opportunities using analyst forecasts, institutional holdings, and insider trading data in the NYSE and NASDAQ

Starting at

$150.00

C

Crystal

Financial Consultation

We will discuss your financial situation. The goal is to identify the gaps and evaluate how to get you to your goal.

Starting at

$500.00

D

Dobromir Dikov

Excel Model Review (including a 60-minute live session)

Are your Excel models delivering the insights you need?Unlock the full potential of your models with a 60-minute Excel Model Review Session!Note: This session requires you to submit a financial model and questions you have in advance. That way, I can prepare for the session, and you can get maximum value out of it.Please submit your files to [email protected] after the session is confirmed.Book your session today, and I'll review your model file in detail, answer your burning questions, and pr...

Starting at

$300.00

S

Song Yong

Introductory Meeting

We have helped hundred of professionals and their families manage their retirement planning and save on taxes.Book a meeting with me for 60 minutes to see how we can help you too.More on what we do in my LinkedIn profile page!https://www.linkedin.com/in/leesongyong/

Starting at

SGD 350.00

R

RSJ Experts Cap Consultancy

One on one Financial Planning

Having problem with your finances? Doesn't know how to manage your purchases? Book this one on one financial planning so I can help you with your goals this coming 2024! Let's goooo!!! Coach Ruthie

Starting at

$18.00

M

Michael Glowacki

Student Loan Repayment Strategy

In this introductory call, we will discuss how you can significantly reduce, and often eliminate, your student loan payments and utilize that money to build an asset for you, your business, and your family. I will help you determine whether or not you are a good candidate to benefit from this program. My team and I make it our goal to help you save as much as possible and give your business the best opportunity to thrive! 🙌🏽

Starting at

Free

A

Amanda Olson-Eton

60 Minute Meeting

Book your 60-Minute Meeting to talk about YOUR business & it's accounting needs.$60 Pre-pay Meeting

Starting at

$60.00

M

Michelle Smith

Xero Diagnostic (HealthCheck)

We will spend up to 2 hours reviewing your Xero account before our 30min call to talk through our findings and suggestions for improvement.Xero should also be used as a tool to drive your business in the direction you want it to go, so you can achieve your goals.Ensuring the efficiency of your bookkeeping will save you time and money in your business and this is a great first step!Turn you xero data into hero data!Prior to the session we will log into your Xero file and review your organisation....

Starting at

£274.99

M

Maggie Stancheva

30 Minute Meeting

Unlock Expert Guidance: Your Direct Line to UK Tax and Startup Finance Wisdom!Ready to elevate your startup's financial game? With extensive experience in UK tax and accounting, I'm your go-to expert for navigating the complexities of startup finances.Why Talk to Me:Tailored Solutions: Get personalised advice for your unique startup challenges.Proven Expertise: Tap into years of experience in UK tax intricacies and startup financial strategies.Save Time and Money: Cut through the noise and recei...

Starting at

£75.00

M

Maggie Stancheva

60 Minute Meeting

Unlock Expert Guidance: Your Direct Line to UK Tax and Startup Finance Wisdom!Ready to elevate your startup's financial game? With extensive experience in UK tax and accounting, I'm your go-to expert for navigating the complexities of startup finances.Why Talk to Me:Tailored Solutions: Get personalised advice for your unique startup challenges.Proven Expertise: Tap into years of experience in UK tax intricacies and startup financial strategies.Save Time and Money: Cut through the noise and recei...

Starting at

£150.00

A

Angel Hartfield

Tax Cleanup

Hi! How are you today? Thank you for scheduling your Tax Cleanup Session! This session is to help businesses of all sizes navigate the complexities of tax filing with our comprehensive financial cleanup services. We'll leave no stone unturned, ensuring you're fully prepared before tax season ends.

Starting at

Free

D

Dean - PolkaStays

90 Minute Consultancy Planning

This call will allow us to explore your current financial position and future goals in relation to Serviced Accommodation and Holiday Lets. Before the call I will ask you to prepare some items for me to analyse, this will ensure you get the best value from me and we can prepare a detailed stratigic plan for growth.I look forward to collaborating with you and I am excited for your journey.Dean PolkaStays

Starting at

£195.00

C

Cory Burnett

Career Overview

Our firm delivers a top-tier financial services platform and personalized experience to empower you in achieving your financial aspirations. Regardless of your unique journey, our customized financial planning approach will meet you where you are, aligning with your specific objectives. Whether you seek life insurance, retirement savings, or wealth accumulation, our diverse range of products and services, sourced from renowned insurance and financial providers, is designed to fulfill your requir...

Starting at

Free

D

Dan Jones

Safe Money Alternatives

Are you getting ready to retire and take your Pension or move your 401K/IRA?Many retires are concerned that they will outlive their money. Before you do anything, it's important to understand all the places you can place money and how they work. I encourage you to schedule an educational meeting with me to talk about how you can protect your money, maximize your savings, have confidence you'll have predictable money for the rest of your life and protect your family all at the same time.

Starting at

Free

Frequently asked questions

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Some financial planning providers offer free sessions, while others charge a fee. Prices are listed on each provider's card above.

Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for financial planning providers is 5.0 out of 5.

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