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 (328) Tax preparation (116) Financial planning (295) Bookkeeping (87) Insurance consulting (85) Estate planning (12)

Top legal & finance professionals

D

Danny GAO

Free initial consultant

Our first meeting is designed to get a clear picture of your current financial position and discuss how we can support you. Once you've scheduled the appointment, you'll receive a calendar invitation with a Microsoft Teams join link and access to our client portal. Before our session, please take a moment to complete the online fact-finding questionnaire on the client portal. This will allow me to prepare effectively and ensure our time together is well-utilized.

Starting at

Free

J

Jon Derkits

CML Capital Advisory

A full hour dedicated to your reviewing your financials and advising on sustainable debt options for your business.

Starting at

$499.00

T

Tammy

Debt / Credit Consultation 1 Hour Session

This is for you if you want to strategize and review to review finances, budget, & any debt or collection challenges.You agree to pay a one time non-refundable fee of $150 for a 1 hour session.

Starting at

$150.00

R

Rachel Moore

Juneteenth "Each One Teach One" Event

Join us on June 24th at 7pm CST and feed your mind at our Each One Teach One Event. Knowledge is power. We will be showcasing financial concepts geared toward safeguarding your family, understanding the power of taxation, estate planning and much more! Please register below and we will see you on June 24th.

Starting at

Free

T

Toni Colina

Business Meeting with Toni

A side business that can build your legacy, dream, and retirement, helping families achieve their financial goals. With a degree in Family Studies, I understand how financial stress is one of the biggest stressors in relationships. That’s why my passion for family life education is geared towards financial wellness for families, because many aspects of family relationships are impacted by finances. This is my way to advocate for children, enabling families to enjoy quality time without the burde...

Starting at

Free

E

Erika García Marmolejo

Préstamos Sector Gobierno

Asesoría personalizada para la solicitud de un préstamo de Consumo Sector GobiernoErika García MarmolejoEspecialista Préstamos Consumo Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

B

BFR Consulting Services

Avec votre service pour discuter de n'importe quel aspect de votre situation financière.

Avec votre service pour discuter de n'importe quel aspect de votre situation financière.90 Euros par heure.

Starting at

€90.00

R

Ryan Fox

Fox Onsite Wastewater Consulting- 60 Minute Video Call

Personalized guidance from Fox Onsite Wastewater Consulting's 60-minute video call. Our expert consultants will review your subject parcel and walk you through the permitting, testing, and consulting process to develop and/or upgrade your parcel . Get the expertise you need to make informed decisions efficiently.

Starting at

$250.00

J

John Sim

Estate Planning Workshop for Clients (minimum 2-hrs)

The following standard training topics are available, but topics can created to suit the unique needs of your organisation. Booking fee starts from $500 per engagement (minimum 2 hours).Standard Topics:Wills Made Effective - A Step by Step Guide to Wills that WorkBegin with the End in Mind - Scope and Importance of Estate PlanningBuild a Legacy that Stands the Test of Time - Building & Maintaining Multi-generational WealthInclusive Planning For Special Need FamiliesThe Last Byte - Planning f...

Starting at

Free

A

Advisorcove

AdvisorCove Platform Demo

Advisorcove.comSee how AdvisorCove helps independent Medicare advisors build a more professional, organized, and modern practice.During this personalized demo, we'll walk through:Your branded AdvisorCove websiteGuided Medicare client intakeOnline appointment schedulingAdvisor workspace and workflow toolsThe free AdvisorCove DirectoryBest practices for preparing your practice for AEPQuestions and live discussionWhether you're exploring AdvisorCove for the first time or deciding if it's the right...

Starting at

Free

J

Jonathon Gouge

Medicare School

Medicare 101 - learn how the medicare machine works

Starting at

Free

M

Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Starting at

Free

E

Erika García Marmolejo

Préstamos IMSS

Asesoría personalizada para un Préstamo IMSSErika García MarmolejoEspecialista Préstamos IMSSTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

A

Alexandre Dussourd

📝 R2 - Analyse patrimoniale

Durée 90min Au programme : Présentation de votre étude de dossier et de la stratégie patrimonialePlanification par étape Objectif : Vous fournir une feuille de route claire et actionnable, avec un accompagnement régulier pour assurer la réussite de vos projets à long terme.

Starting at

Free

F

Fabian Vizcaino

Personal Equity Plan with Custom-Designed Whole Life Policy Application Meeting

This 60-minute meeting is designed to help you gather the necessary details and submit a proposal with an application for a custom-designed Whole Life Insurance policy. This unique policy will serve as the foundation for building your Personal Equity Plan – a strategy designed to create income-tax-free wealth while leveraging the policy as a financial asset to support your cash flow and lifestyle.During this session, we will: • Discuss your financial goals and needs. • Collect the required infor...

Starting at

Free

B

Book a Appointment

Dubai Global Holding

🇹🇷 Lütfen toplantınız için uygun bir gün ve saat ayarlayın.Toplantının verimli geçmesi için lütfen gerekli soruları ve belgeleri önceden hazır bulundurun.🇺🇸 Please arrange a convenient day and time for your meeting.In order for the meeting to be productive, please have the necessary questions and documents ready in advance.🇦🇪 يرجى تحديد يوم ووقت مناسبين لاجتماعكم. ولضمان نجاح الاجتماع، يُرجى تجهيز الأسئلة والوثائق اللازمة مسبقًا.🇷🇺 Пожалуйста, согласуйте удобный день и время для встречи.Чтобы вс...

Starting at

Free

B

Brad Hamblen

Refinance Consultation

This is typically a 15 to 30-minute ZOOM call – there’s a visual presentation, so please be on a laptop/desktop. Brad will review monthly payment options, itemization of closing costs, and expectations of the refinance process.

Starting at

Free

C

Cory Burnett

FNA Recommendations

After conducting your financial needs analysis, this is where you receive your recommendations on what you can lock in place to secure your future. From saving and investing, to protecton and estate planning, we will give you the best recommendations tailored to your desires and financial goals.

Starting at

Free

C

Cory Burnett

Strategy Implementation

After receiving the education and reviewing your financial needs recommendations, put your education into action. Implement your recommendations to place your financial future on wheels, by implementing our products and / or services. Implementation of your plan is key to financial success.

Starting at

Free

G

Gerson Sayago

Restaura tu Crédito hoy - Consulta gratis 20 minutos

Evaluamos tu reporte de crédito para identificar errores, oportunidades de mejora y estrategias personalizadas para aumentar tu puntaje

Starting at

Free

Frequently asked questions

Browse the providers listed above, choose one that fits your needs, and click "Book now" to select an available time slot. You can book instantly without creating an account.

Some legal & finance 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 legal & finance providers is 4.8 out of 5.

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