Best legal & finance professionals

Dr. Howard Polansky, DMD, MBA

Dr. Polansky — 15-Minute Review of Your Owner Quiz

What this isThis is a private 15-minute review of your cash flow quiz.Dr. Howard Polansky will call you directly from 512-608-1020.Your priorityThis short conversation is designed to help you understand what may be creating friction or uncertainty in your cash flow right now — and whether your quiz answers point to anything worth exploring further.Howard reviews your quiz responses in advance, then walks through what stands out and why. The focus is on clarity, not advice or action.What may be d...

Moses Nelson

Financial Strategy Consult Call (BSL)

Discover how to grow wealth securely, reduce taxes, and create a stream of income you won’t outlive — all while protecting your family’s future.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.

Kameel

Private Financial Wellness Session

A private, one-on-one financial wellness session focused on building calm, sustainable money habits without hustle or overwhelm. Designed to help you gain clarity, confidence, and a system that works in real life. The discussion is curated around your needs.

True Values Global Corporation

High-Level Trust & Asset Protection

High-Level Trust & Asset Protection is a focused 60-minute session designed to help executives and professionals understand how strategic trust structures can safeguard wealth. In this practical presentation, you’ll learn how irrevocable trusts, 508 trusts, and related tools can preserve capital, reduce risk, and align asset protection with broader financial goals.Attendees will gain actionable insights into leveraging trusts, identify common missteps to avoid, and discover why this protecti...

Dr. Wendy G. Wilson

Retirement Planning & Insurance Review Consultation

If you are approaching retirement, or already retired, and want clarity around your financial strategy, this session is designed for you.During this consultation, we will review your current retirement plan, income strategy, and insurance coverage to identify gaps, risks, and opportunities for greater protection and long-term stability.This is not a sales presentation.This is a structured strategy conversation.You will walk away with:• Clear insight into where you stand• Understanding of potenti...

Odel Hilgendorf

Project Cost Estimation & Budgeting

This 30-minute consultation provides an opportunity to discuss your project’s cost estimation, budgeting strategies, and financial forecasts. I'll help you understand how accurate cost breakdowns and risk-adjusted budgets can protect your margins and ensure the financial health of your project from the start.

Luntadila Paulo, CPA, MBA

Valuation Discovery Call (30-Minute)

Book this call if you need a business valuation for a sale, partner buyout, estate/gifting planning, financing, or internal planning.We’ll clarify the purpose, timeline, required level of valuation, and what information is needed — then outline next steps._______________________________________________________________________________________ To learn more about our firm, visit www.yetoadvisory.com Follow us on social media using the handle @yetoadvisory

Vince A.

Strategy Session

Unifirst Financial & Tax Consultants offers a Financial Review and Strategy Session for individuals and business owners who want clear guidance on taxes, business structure, bookkeeping, and financial decisions.This session is designed to review your current situation, identify issues or missed opportunities, and discuss practical next steps based on your goals. It is a good fit for those who want clarity before making important tax, business, or financial decisions.After your booking is rev...

Suzy Mallett

Rendez-vous découverte – Audit

Ce rendez-vous est un temps d’échange confidentiel, dédié à ta situation financière pour atteindre tes objectifs.👉 Ici, on ne parle pas d’argent pour se restreindre. On parle d’argent pour se sentir libre, faire des choix conscients et construire une vie qui te ressemble.⏱ Durée : 30 minutes📍 En visio

Samaniego & Associates

Financial Checkup – Complimentary Consultation

Let's make sure your financial plan is working as hard as you are.This is a one-on-one meeting with Omar Samaniego, Financial Professional with Samaniego & Associates.Take the first step toward a more confident financial future with a complimentary Financial Checkup from Samaniego & Associates.During this one-on-one meeting, we'll review your current financial picture, discuss your goals, and identify opportunities to help better protect your family, grow your retirement savings, and pre...

SIMONA BASEGGIO

60 minuti - Consulenza Simona Baseggio

Foundrs

Kennismaking Foundrs - Silke

Hey! Maak kennis met Silke of Valerie van House Rocky tijdens een korte kennismakingssessie van 15 minuten. Dit moment dient om verwachtingen af te stemmen, je vragen te beantwoorden en samen een duidelijke richting te geven aan een mogelijke samenwerking. We kijken er naar uit om jouw ondernemersverhaal te horen!

Enrico Kalinka | Peak Finances

Investment in Real Estate for Expats

In this session, we show you how to legally reduce taxes in Germany while building long-term wealth — using real estate.You will learn how depreciation (AfA), interest deductions, operating expenses, and tax-deductible costs can directly lower your German tax burden.Specifically for you as an expat, we take a look at the financing options, which would by applied on your residence permit situation.The key lever: leverage.👉 You invest primarily with bank financing and rental income, while the Ger...

Nichole Shelton JD MBA MSCTA

Quick question / need advice

This type of appointment is for someone who just wants some quick advice. This is typically via phone call (but can be by Zoom.) In person appointments are not booked here!! Once you book, if you need to change your preference, you can let us know. We do our best to accommodate.Times outside what you see available get and in-person meetings are both available on a case-by-case basis, based on her personal availability and discretion. If you desire an alternate time or in person meeting, email ni...

Paul Fiorello

Residential Tax Appeal Coaching

Book a meeting with me for 30 minutes!We'll discuss the value of your property, and help you decide if an appeal is necessary.If you're already appealing the value of your property, we can help you navigate the process.

Yannick Schwartz

GmbH kaufen oder Firma sauber verkaufen

In diesem 1:1 Gespräch klären wir gemeinsam, wie du ohne Papierkrieg, ohne Chaos und ohne böse Überraschungen deine GmbH übernehmen oder deine bestehende Firma sauber verkaufen kannst.In ca. 30 Minuten bekommst du:eine ehrliche Einschätzung, ob ein GmbH-Kauf, eine Übernahme oder ein Verkauf in deiner Situation sinnvoll ist.einen klaren Überblick, wie der Prozess mit Firmando konkret abläuft.eine realistische Zeitlinie, wie du innerhalb von 24–48 Stunden nach Notartermin geschäftsfähig sein kanns...

Inc. to Inc. Justice Hub

Smart Justice Partnership: (Attorneys Only)

ATTENTION SMALL FIRM and LARGE FIRM ATTORNEYS: Elevate Your Practice with a Strategic Partnership from Smart Justice ConsultingInc. to Inc./Smart Justice Consulting, is offering exclusive Attorney Partnership Meetings for small firm attorneys seeking innovative ways to expand their client services, meet court expectations, and enhance public safety outcomes.Through a donor-supported and vendor-based partnership, we deliver critical services that complement your legal practice, including:Customiz...

Inc. to Inc. Justice Hub

Smart Justice Consultation (60 minutes)

Smart Justice Onboarding Consultation!Welcome to your 1-hour onboarding session, designed to set the foundation for your journey toward a second chance. During this empowering session, we will:Welcome introduction to Smart Justice Consulting ServicesComplete the onboarding packet.Process or schedule your payment for retainer.Assign your dedicated Justice Coach.PAYMENT ISSUES: Please Call 813-934-0957 or email: [email protected] with any issues.LOCATION OF MEETING:(Only if meeting in-person)9000...

Inc. to Inc. Justice Hub

Probation Coaching

Master Your Probation with Smart Justice Consulting's Probation CoachingNavigating probation can be challenging, but you don't have to do it alone. Our probation coaching service offers the expert guidance and support you need to successfully complete your probation period. We help you understand your obligations, develop effective strategies to comply with conditions, and overcome any obstacles that come your way.Book your probation coaching session today and take control of your journey to fre...

Inc. to Inc. Justice Hub

Second Chance Mitigation

We specialize in helping individuals charged with non-violent offenses secure reduced prison time and explore alternative sentencing options. Our services include personalized coaching, custom mitigation portfolios, and expert presentation of evidence to the sentencing court. We work closely with your attorney to highlight your strengths and progress, presenting a compelling case for mitigation.