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 (402) Tax preparation (111) Financial planning (336) Bookkeeping (79) Insurance consulting (80) Estate planning (12)

Top legal & finance professionals

M

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

A

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

M

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

J

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

A

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

R

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

D

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

D

Dr. Howard Polansky, DMD, MBA

Cash Flow Analysis from Dr. Polansky

What this is (and isn’t)This is a short presentation for you to review your options. No commitment is required because it's not a sales call. The goal is clarity. Nothing more.We’ve tailored the solution to what matters most to you right now:Sleep (cash cushion)Time (fewer clinical hours)Grow (team or equipment)Relief (personal debt)Why this conversation existsYou’ve already seen the overview and taken the time to share the confidential financial details. The numbers are now crunched. You'll se...

Starting at

Free

E

Enrico Kalinka | Peak Finances

Kennenlernen/Get to know us

Willkommen zu unserem Kennenlerngespräch.Heute geht es vor allem darum, deine aktuelle Situation und deine Ziele besser zu verstehen. Gemeinsam schauen wir uns an, welche Anforderungen, Wünsche und vielleicht auch offenen Punkte dich aktuell beschäftigen.Auf dieser Basis prüfen wir strukturiert und transparent, ob und wie unser Ansatz dich sinnvoll ergänzen kann – sei es beim Vermögensaufbau mit steuerlicher Optimierung oder bei einer durchdachten Absicherungsstrategie.Am Ende des Gesprächs hast...

Starting at

Free

L

Luca Bersella

Pricing conversation

We'll walk through your financial situation, recommend the right pricing for your context, and answer any questions about how we work.

Starting at

Free

P

Patricia C_Turning Pt Bookkeeping

Bookkeeping_15 Minute _Paid Discovery Call

Book a 15-minute Paid Discovery Call with me! $37.99Video meeting call: On this call, you will let us know what kind of help you need for your business. We will get to know you, our new potential client, and see if we can work together.Please complete and answer all the questions after payment is processed. This will help us prepare for our Zoom meeting.Thank you for choosing us for your Bookkeeping Service needs!One Purchase Per Client: Limit one purchase per client. Any duplicate purchases may...

Starting at

$37.99

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Patricia C_Turning Pt Bookkeeping

Bookkeeping_Training for Accounting Software_Three _45 Min

Book 3 Training sessions for cloud Accounting software with me Three - 45 Minutes!The price for this training package is $591.00 ($197.00 per session x 3)This is a 1-on-1 training, one 45-minute weekly session for 3 weeks.I will teach business owners how to use the cloud accounting software they are using for their business's financial books.Pick one of these cloud accounting softwareQuickBooks Online XeroTo understand and learn your cloud accounting systemWe recommend scheduling at least 3 se...

Starting at

$197.00

A

Aura Trejo Almazan

Trámites de Pensión

Reunión de 30 minutos Trámites de tu pensión.Aura Trejo AlmazánEspecialista Modalidad 40 Retroactiva yTrámites IMSS PensionesTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

S

Sign By The X

Real Estate Documents

Navigate the complexities of real estate transactions with ease by scheduling your real estate document notarization online. Our service is designed to efficiently notarize essential documents like deeds, mortgages, lease agreements, and more, ensuring a smooth and legally compliant property transaction.How to Schedule Your Appointment:Choose 'Real Estate Documents': Select this option to view our availability for notarizing real estate documents.Select a Date and Time That Works for You: Our ca...

Starting at

Free

C

Coventry Street Advisors

Персональная стратегия - оценка Вас по всем визовым категориям

Консультация 1 час с иммиграционным юристом от Coventry Street Services Limited.Стоимость включает в себя 60-минутную консультацию, а также предоставление документов, шаблонов и ссылок после консультации.Обратите внимание, что если вы поручаете нам работу над вашим кейсом, мы вычтем стоимость консультации из общей суммы оплаты.Примечание: Консультация будет проходить в Google Meets. После бронирования вы получите приглашение по электронной почте.

Starting at

£300.00

O

Oscar Arias

Kick-off meeting about Intellectual Property

How Can I Protect My Intellectual Property?In this 30-minute video call, we'll go over the basics of protecting your intellectual property. Whether you're looking to register a trademark, secure your copyrights, or apply for a patent, I'll provide expert advice. We'll answer your questions, explain the legal steps, and make sure your valuable assets are protected. This is a great chance to understand the process and make your project more secure. Let’s talk about how to protect what’s yours!

Starting at

$29.00

O

Oscar Arias

Administration of IP Portfolio

How Do I Manage and Expand my Intellectual Property Portfolio?In this 60-minute video call, we'll focus on how to effectively manage your pre-registered intellectual property rights, develop strategies to build a strong IP portfolio, and explore the steps for registering your IP in foreign markets. I’ll guide you through best practices for maintaining and leveraging your existing IP, as well as help you identify opportunities for growth and protection on a global scale. This session is designed...

Starting at

$60.00

A

Angeles Lawyers Advice

Green Card por EB2 NIW

Reunión de presentación de proceso EB2 NIW, para obtener la Green Card en EUA.Como es un proceso documental como primer paso, te requerimos tú resume, tu Curriculum Vitae o tu Hoja de vida laboral. Muchas Gracias!Muchas Felicidades, por querer hacer un cambio benéfico de Vida e irse a vivir a EUA y lograr su sueño americano.

Starting at

Free

T

Tevis Verrett

Legal Strategy Session (Non Client)

This is paid consultation, please prepare your questions beforehand to best effectively use this time.

Starting at

$200.00

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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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