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 (403) Tax preparation (116) Financial planning (337) Bookkeeping (81) Insurance consulting (80) Estate planning (15)

Top legal & finance professionals

Terri & Mark - Trapp Team

Redeem your gift certificate voucher

To prepare for your consultation and FNA. Please Gather your baseline documents and any questions you have on challenges or goals you have for your family. Any questions please leave a message

Starting at

Free

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Our cutting-edge case packaging software is a game-changer in the Debt Management industry, delivering unparalleled efficiency and accuracy. Designed to manage your cases seamlessly from start to finish, our software boasts an advanced AI-powered decision engine, ensuring that each case is routed to the optimal product with precision and speed. What's more, our platform goes above and beyond by identifying the top-performing Debt Management and IVA companies for each case, delivering the best re...

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Free

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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

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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...

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Free

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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

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TheNerryGroup

Business finance for Sole traders

Starting at

£399.00

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João de Saldanha

15 Minute Meeting

Book a discovery call with me for 15 minutes!

Starting at

€1.00

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João de Saldanha

30 Minute Meeting

Book a business meeting with me for 30 minutes!

Starting at

€50.00

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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

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Dr. Anthony Wilson

Initial Consultation

This meeting serves as an inviting introduction for potential clients eager to explore the valuable opportunities that Covenant Asset Solutions offers. During our discussion, we will cover essential topics according to your needs, including:- Understanding life insurance and its various options- Discovering living benefits and how they can enhance your financial security- The role of life insurance in effective estate planning- Strategies for wealth building through the utilization of life insur...

Starting at

Free

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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

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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

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Ireen

Estate Planning (For Single Person)

Single Person Estate Planning NotarizationProtect your future with notarized wills, powers of attorney, and healthcare directives. We ensure your documents are valid, secure, and give you peace of mind knowing your wishes will be honored.

Starting at

$195.00

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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...

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Free

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Adriano Valente Rocha

[Executive Guard] Conversa com Adriano

Olá!É uma satisfação ter a oportunidade marcar um horário para tratar com você sobre como prevenir perda de renda em função de acidente ou doença, principalmente se você depende exclusivamente da sua condição de saúde para gerar renda.Por gentileza, siga as instruções a seguir para reservar um horário conveniente.E até breve!Adriano Valente RochaValenteRocha Risk SolutionsRua Visconde de Nácar, 1440 - sl 2005Curitiba, PR - 80.410-201valenterocha.com.br/executiveguard

Starting at

Free

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Liz Galvan

Estate Plan Intake (45 min)

Trust Intake AppointmentReady to move forward with your estate planning documents? This 45-minute session is designed for clients who are prepared to begin the document preparation process.During this session, we’ll cover:• Collecting the key information needed to complete your trust, will, and powers of attorney• Outlining the next steps to finalize your documentsImportant:This is not a legal consultation. I am not an attorney and do not provide legal, tax, or financial advice. This session is...

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Free

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Lisa Allen

2 Hour- Life and Legacy Session

A Life and Legacy Planning Session is a personalized 2-hour working meeting during where I take the time to understand you - your unique goals, your family dynamics, and your priorities for yourself and your loved ones.Your life is unique and your estate plan should reflect that. This process is not a one-size-fits-all approach; it's designed to create a plan tailored to your specific needs and legacy.

Starting at

Free

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Michelle Salinas

Healthcare Made Easy

Quality Control for Your Health Insurance!Navigating the world of healthcare insurance doesn’t have to be a headache. Join our streamlined 30-minute session designed to bring you clarity and confidence in your healthcare decisions!Here's what we'll dive into:No-Cost, No-Pressure Guidance: Get the lowdown on your options without the sales pitch stress.Understand Your Plan: Gain insight into your current health coverage and learn what it means for you and your family.Boost Your Coverage Smarts: Di...

Starting at

Free

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Humberto Fuenmayor

team-30-minutes

Book a meeting with me for 30 minutes! Enough time to cook a pasta or start an Insurance conversation.

Starting at

Free

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Ensure Benefits

EMPLOYERS: Are YOU Overpaying Uncle Sam?

Designed for: Business Decision Makers who Employ W2 Workers.In this up to 45-minute discovery session led by Ensure Benefits, we'll explore whether your organization is currently overlooking a few well-established tax codes that are commonly overlooked by eligible employers.If your business qualifies for our services, we'll explain in detail the process and mechanics of it as well as easy steps of the implementation that will remedy your current oversight.You can expect an assessment of your cu...

Starting at

Free

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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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Best legal & finance professionals

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