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 (409) Tax preparation (120) Financial planning (343) Bookkeeping (82) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

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Enrico Kalinka | Peak Finances

Strategie Session

Willkommen zu unserem Strategiegespräch.Wir uns deine 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, nachvollzieh...

Starting at

Free

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Alexandre Dussourd

📝 R1 - Audit patrimonial

Durée 90min Au programme :Présentation de ma méthodologie de travailAnalyse approfondie de votre situation personnelle, professionnelle et financièreIdentification de vos projets et objectifs à atteindre☝ Important : Si vous êtes en couple, la présence de votre conjoint(e) est indispensable pour une analyse complète et alignée.🔐 Conformité : Afin de respecter les obligations légales, vous devrez signer un document d'entrée en relation pour accéder à l'intégralité des résultats de mon analyse.

Starting at

Free

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Empress Josephine

Wealth builder account session with a licensed agent

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Starting at

Free

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Ram Bavanari

Annual Review with Ram Bavanari, United Life Financial: Your Path to Financial Security

Secure your financial future! An Annual Review is essential to ensure your policies and investments align with your evolving needs and goals. Our tailored session assesses, optimizes, and answers your questions. Don't miss out on this crucial opportunity. Schedule now!Best regards,Ram BavanariCell: 647-570-9070Email: [email protected]: www.unitedlife.ca

Starting at

Free

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Matt Schuberg

Intro Call

A free 15-minute call to meet your Planned coach, ask any questions, and see if the coaching plan is right for you. No pressure, no commitment.

Starting at

Free

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Agora Digital Marketing

Authority Placement Screening & Positioning Interview

Your No-Charge Positioning Screening (30 minutes)This is a conversation to understand your work, your current visibility, and where you want to stand when people — and the AI models they now ask — look you up.Together we'll look at three things: where your name and reputation currently show up online, the positioning and citable angles in the work you actually do, and the gap between the two. Most experts underestimate what makes them genuinely newsworthy — a good part of this call is surfacing...

Starting at

Free

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Nathan Wallace, EA

15 Minute Meeting

15-minute consultation to discuss your U.S. international tax needs. Whether you have questions about your current tax obligations, need guidance on future filings, or want to explore how we can assist you.

Starting at

Free

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Karitsa Kerns, CPA, EA

Discovery Call

This is a brief introductory call (15 minutes) designed to assess your needs and determine whether we are a good fit to work together. During this call, we'll identify which of my services - such as tax preparation, tax planning, consultation, or resolution- best align with your situation.Please note: This is not a consultation. No specific tax advice, strategies, or solutions will be provided during this session.If it makes sense to move forward, you'll have the opportunity to book a comprehens...

Starting at

$50.00

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Bishnu Adhikari

15 Minute - Home Loan Consultation

Hi there,I’ll go the extra mile to help secure a home loan that’s right for you. I can also help with your refinance need.Let's catch up to discuss your need and develop a plan to get your dream home.Kind Regards,Bishnu AdhikariAzure Home LoansMortgage BrokerTel: 0400 77 77 55E:[email protected]

Starting at

Free

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Ben Ingersoll

Stock Loan Process

15 to 30 Minute Stock Loan Exploration Q&A

Starting at

Free

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SANDY OSEI

Free Comprehensive Financial consultation

A complimentary 60-minute consultation designed to help you gain clarity on your financial goals, retirement planning, wealth-building strategies, and income protection. Leave with actionable insights and a clearer path forward.

Starting at

Free

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Megan Herrera

Coffee and Conversation with a Bookkeeper

Hello and welcome! I'd love to get to know you and your business better. Let's chat and discuss your financial management needs and how I may be able to help you with your bookkeeping.

Starting at

Free

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Dan Jones

Medicare Annual Enrollment Period - Free Evaluation

The Medicare Annual Enrollment Period (AEP) is the time of year when Medicare beneficiaries can change their coverage for the following year. The AEP runs from October 15th to December 7th. Any changes made during this time are effective on January 1.2025 will see some significant changes to Part D, otherwise known as Prescription Drug Coverage, either a stand-alone plan or included in Medicare Advantage Plans ( Part C ). Changes that could impact you include Premiums and Formularies ( if your...

Starting at

Free

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Denise VanNoy

45 Minute Free Bookkeeping Consultation

Welcome to ShoreCents BookkeepingHow can I help you find peace of mind and clarity in your business finances?All meetings will be recorded.

Starting at

Free

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Sandra Bowman

I'm interested in hearing more about your services

Book a meeting with me for 15 minutes to learn more about the services that Designated Bookkeeper offers.

Starting at

Free

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Chris

Nex Bookkeeping Discovery Meeting JSE - 45 Min

Choose a Zoom call or a phone call: A quick discovery call to learn more about your business and bookkeeping needs. We’ll discuss your current processes, challenges, and goals to see if we’re a good fit. This is also your opportunity to ask questions and get clarity on how I can support your business. Choose a Zoom call or a phone call. Best,The Nex Team – Simple. Easy. Good. Done.

Starting at

Free

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Ray Hahn

30 Minute Context Discussion

Complimentary 30 minute conversation to learn more about your situation and to ensure I'm the right fit to help you overcome the obstacles related to VA disability benefits.

Starting at

Free

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The Paralegal

30 Minute video Meeting OR Call

Intake review of your matter including review of documents if necessary and next steps.

Starting at

CA$100.00

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Andrea Cruz - Visalex Consulting

Consulta extranjería

¿Tienes dudas sobre tu situación legal en España?En esta consultoría recibirás asesoramiento específico sobre tu caso, con información clara sobre qué trámite puedes hacer, los requisitos que debes cumplir y cómo iniciarlo correctamente.El precio de la consulta es de 50 Euros* (Iva incluido) que deberá abonarse como mínimo 24 horas antes de la consulta. *El importe de la consulta se descontará del precio del trámiteTemas que puedes consultar:Arraigos (social, sociolaboral, socio formativo, fami...

Starting at

€50.00

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Flavia

15 Minute Meeting

Book a meeting with me for 15 minutes!

Starting at

Free

Frequently asked questions

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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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