Legal & Finance

Best legal & finance professionals

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

All Legal consulting (369) Tax preparation (105) Financial planning (340) Bookkeeping (75) Insurance consulting (70) Estate planning (10)

Top legal & finance professionals

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Enrico Kalinka | Peak Finances

Kennenlernen für Sportler/Triathleten

Im Beratungsgespräch erfährst du:auf welche Weise Du dich finanziell so absicherst, dass du keine Angst mehr vor Verletzungen haben musstwie Du dich finanziell so aufstellst, das du dich um die Zukunft nicht sorgen musstwie Du deine Finanzen so strukturierst, dass Du stets den Überblick hast, wie Du Ausrüstung, Trainingslager und Reisen zu Wettkämpfen finanzierstdich voll und ganz auf dein Training konzentrieren möchtest, statt das Kleingedruckte von Versicherungen zu studierenNatürlich lernen w...

Starting at

Free

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sFoundation Inc.

Free 45-min Financial Projections W

Book a free session with us!Review your financial projections or pro forma.

Starting at

Free

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Ebony Coston

Financial Freedom Meeting

Join for a transformative financial freedom meeting where we will explore strategies to break free from debt, build sustainable wealth, save on taxes and increase your income. Discover practical and personalized advice tailored to you. Take the first step towards achieving financial independence and unlocking your full potential.

Starting at

Free

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John Hill

Domestic Utility saving discussion

Book a meeting with me for 60 minutes! and let’s see if we can save you money on must pay bills

Starting at

Free

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Kristin Delfau

Starting Out, Starting Over

Who this is for:Starting Out: You are new to "adulting" and want to make sure that you are laying excellent groundwork for success.Suggested topics: Tax withholding on your paycheckManaging your taxes and limiting surprisesStarting to save for retirementThings to consider when buying a homeGetting the right car/home/renters insuranceUnderstanding your medical insuranceHow to start investingStarting Over: You are newly divorced, widowed or handling financial things for the first time on your own....

Starting at

$250.00

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Adam Youhanna

Complimentary Mortgage Review Call

This call is where we dive deep into your short and long term goals for you and your family. This allows me as your Mortgage Advisor to really learn about you in order to provide a successful strategy that's unique to you. I am looking forward to speaking with you!

Starting at

Free

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Marsha Y. Agbabiaka & Cameron Ellis

Wealth Building Roadmap

Can't wait to see you at our upcoming session! I'm beyond excited to guide you on a transformative journey that could change your future for the better. Together, we'll unlock potential opportunities and create the wealth-building roadmap that you deserve. Here's to growth, and financial freedom!

Starting at

Free

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Eduardo Mendoza

Asesoría financiera personalizada para jubilarte con tranquilidad - Agenda tu consulta gratuita

Mi nombre es Eduardo Mendoza, soy un asesor financiero enfocado en ayudar a profesionistas y empresarios de PYME de entre 25 y 50 años a planear su futuro financiero en las áreas de ahorro, protección y retiro. Me gusta trabajar con personas proactivas que se preocupan por hacer crecer sus negocios al tiempo que protegen sus ingresos y planifican su retiro.Mi especialidad es cubrir las necesidades de ahorro, protección y retiro de mis clientes. Puedo ayudar a diseñar un plan personalizado de aho...

Starting at

Free

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Kimberly Coutu

Free Financial Review

Free Financial Review introductory appointment.

Starting at

Free

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Mandi Davenport

Schedule Your Financial Consultation

Finding an answer is as easy as 1 -2 -3 Choose a time and date that we can chatAnswer the questions on the formShow up for the call - (set aside about 10+ minutes for this call)Unlock your financial future with our personalized consultation services at HolisticHarbor Financial. Whether you’re seeking expert advice on life insurance, annuities, or final expense coverage, our knowledgeable advisors are here to assist you.During your session, we will assess your unique financial needs, answer your...

Starting at

Free

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Steve Klinenberg

Fractional CFO Intro session

Join Steve Klinenberg for a concise Fractional CFO Intro session to quickly discover how outsourced financial leadership can support growth, profitability, and strategic decision-making.In just 30 minutes, you'll receive a brief overview of services, a quick needs assessment, and clear next steps to determine if fractional CFO support is right for your business.

Starting at

Free

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Anthony Pallarca

Discovery Call - 30 Minutes

Book a 30-minute Discovery Call to identify how my team and I can help you.Click here to learn more about our Financial Blueprint

Starting at

Free

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Moses Nelson

Financial Strategy Consult

In this consult, we’ll explore strategies that:Provide tax-advantaged access to cash when you need itGrow your money tax free with no market downsideSecure lifelong coverage and peace of mindBuild a legacy that lasts for generationsBook your session today and learn how to design a strategy that works for both today and tomorrow.**Referral from Gwinnett Business Consultants**

Starting at

Free

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Nate StJohn

Wealth Protection & Growth Strategy

This 15-minute session on Wealth Protection & Growth Strategy delivers a concise, results-focused review of your current asset protection measures and growth opportunities. Expect practical insights, quick-win recommendations, and a clear next-step plan tailored to safeguarding your assets while accelerating wealth growth. Ideal for busy professionals seeking actionable guidance to protect what you’ve built and position it for future prosperity. You will also receive ongoing support beyond t...

Starting at

Free

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Jamie Blair

Document Drop-off

This appointment is for individuals who are interested in working with us but does not want to complete the manual work that it takes to scan and upload to the digital intake form.

Starting at

Free

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Adriano Valente Rocha

[VR Garantia & Crédito] Conheça esta Inovação em Crédito para Empresas

Vamos conversar sobre o futuro da sua empresa? Atuo como parceiro estratégico para estruturar crédito de alto valor. Reserve um horário para entendermos seus desafios e desenharmos juntos uma solução de 'Capital Estratégico' que viabilize sua expansão e modernização com segurança.

Starting at

Free

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Ryan @AlloFunding

15 Min Business Funding Consultation Call

WARNING: This is NO BS Business Funding Assessment Call.What we will do:Get into the details and understand the story behind the numbers.Map out a 'road-to-capital', not months back and forth.Identify the exact loan products that align with your cash flow.What we WON'T do:Waste your time with 'teaser rates'(e.g 100% financing, no money down) with predatory products that will trap your business.Sugarcoat the reality of your current credit or financial situation just to keep you on the phone.Guara...

Starting at

Free

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Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Heute schauen wir uns eine individuell ausgearbeitete Strategie an, die auf deinen Zielen, Vorgaben und Präferenzen basiert – sofern wir diese bereits im Vorfeld besprochen haben. Falls nicht, klären wir die wichtigsten Punkte kompakt zu Beginn.Anschließend gehen wir strukturiert durch den strategischen Aufbau und zeigen dir, wie Vermögensaufbau, steuerliche Effizienz und Absicherung sinnvoll ineinandergreifen.Ziel des Gesprächs ist es, dass du eine klare,...

Starting at

Free

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Moses Nelson

Life Insurance Consultation

Grab a day and time that works to discuss life insurance options for you and your family! Thanks and looking forward to talking to you!!

Starting at

Free

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Dr. Howard Polansky, DMD, MBA

Comprehensive Cash Flow Analysis with Howard

How we will work togetherWe will fill out the cash flow worksheet together during the call. Please do not complete it in advance; having approximate numbers nearby is enough.Why this conversation existsYou’ve already seen the overview. This follow-up is simply to slow things down and look at the numbers together—calmly—to see whether your current cash flow can be improved without changing how you practice day to day or touching accounts receivable.If the math doesn’t show a clear, meaningful imp...

Starting at

Free

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Ratings are based on verified reviews from real clients who have booked sessions through TidyCal. The average rating for legal & finance providers is 4.9 out of 5.

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