Best financial planning professionals

Dean - PolkaStays

90 Minute Consultancy Planning

This call will allow us to explore your current financial position and future goals in relation to Serviced Accommodation and Holiday Lets. Before the call I will ask you to prepare some items for me to analyse, this will ensure you get the best value from me and we can prepare a detailed stratigic plan for growth.I look forward to collaborating with you and I am excited for your journey.Dean PolkaStays

Cory Burnett

Career Overview

Our firm delivers a top-tier financial services platform and personalized experience to empower you in achieving your financial aspirations. Regardless of your unique journey, our customized financial planning approach will meet you where you are, aligning with your specific objectives. Whether you seek life insurance, retirement savings, or wealth accumulation, our diverse range of products and services, sourced from renowned insurance and financial providers, is designed to fulfill your requir...

Dan Jones

Safe Money Alternatives

Are you getting ready to retire and take your Pension or move your 401K/IRA?Many retires are concerned that they will outlive their money. Before you do anything, it's important to understand all the places you can place money and how they work. I encourage you to schedule an educational meeting with me to talk about how you can protect your money, maximize your savings, have confidence you'll have predictable money for the rest of your life and protect your family all at the same time.

Valencia Bounds

🗝 Corporate Overview

LET'S TALK!Learn more about who we are, what we do, and the ways we partner with our clients to establish actionable financial plans.

Caleb Bale

The What-You-Need-To-Do-Next-With-Your-Money Session

Just a one-on-one meeting with me! Tell me about your financial situation and I'll come up with practical steps in THIS session for how you can move towards financial freedom through paying off debt, saving, and investing for the future.

Caleb Bale

1 on 1 Budget Help

Budgeting isn't easy! If you have budgeting questions, I can help you feel more confident in how you track your expenses and plan for your bills. If you aren't a numbers person, this session is for you because I'll help you figure out exactly what you need to do to budget successfully.

Somchay Nachampassack (Narich conseil)

5/ RDV d'équipe : 1h30

C’est le moment de faire un point sur l'état d'avancement de ta situation, mettre à jour ton dossier ou d’apporter des réponses à tes questionnements.

Anita Hale

Virtual | Buyer/Refi/Home Equity Consultation

Financing a home can be very Overwhelming! If you don't know where to started, prepare, or find a good lender. You have reach the right person to help you navigate the process of Buying a new home or Refinancing your current home!#NMLS 1986603 EQUAL LENDER OPPORTUNITY

Ian Webber

One to One Consultation 40 minutes

One to One Consultation. This 40 minute session allows you to ask any questions or queries you have for accounting or business matters.Burning tax question?

Jennifer Dial

Budgeting Discovery Call

Set up a free 20 minute consultation so we can discuss your needs and see if we're the right fit to work together.

Sara Griffin, AFC®

Employee Wellness Planning

Are you ready to take your employees' personal lives to the next level? By investing in their well-being, you can build a strong sense of community and work culture that shows your team you care about their success. Recent studies show that personal and professional lives are intertwined, and by making a positive impact on their personal lives, you can also boost their work performance.Let's get started and build a personalized employee financial wellness program that will benefit your team. As...

Michael Antoine

Medicare 101 Online

The seminar will explain everything you need to know about Medicare, so you'll be ready when it's time to sign up. You'll learn how to choose the right options that work best for you, ensuring you're fully covered and making the best decisions for your health.

Piero Di Bello

Consulenza Personalizzata Platinum

Pianifichiamo il tuo futuro insieme!Acquista la consulenza personalizzata e sarò al tuo fianco per:✅ Scegliere la miglior successione per il tuo patrimonio.✅ Proteggere il tuo patrimonio presente e futuro.✅ Ridurre la pressione fiscale in modo legale.✅ Organizzare la transizione generazionale della tua azienda.✅ Analizzare e tutelare il tuo patrimonio attuale.✅ Costruire un futuro sicuro.✅ Ottimizzare la struttura aziendale.✅ Scrivere lo statuto sociale perfetto per la tua società.Per la...

Danny GAO

Quick catch up

Quick catch up.

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...

Tina Stroman-Valdez - FinFit

60 Minute One-on-One Consultation Meeting

*First‑time clients: use code First20 at checkout for 20% off your first sessionOne-on-One Financial Wellness Consultations - 60 Minute SessionIdentify Your Pain Points: Together we’ll review your completed journal and spreadsheet to uncover your current money challenges and habits.Create Your Personalized Plan: We’ll design a clear strategy that may include paying down debt, automating savings and investments, and building confidence in your financial decisions.See Your Path Forward: You’ll lea...

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!

SIMONA BASEGGIO

60 minuti - Consulenza Simona Baseggio

Tax Smartermo

ADVISORY BUSINESS GROWTH PLAN

Where Strategy Replaces Guesswork.For Serious Business Owners Ready to Save More & Stress LessLLCs • S-Corps • Single-Member LLCs • Service Providers • Multi-Income Households Perfect for businesses earning $75,000–$800,000 WHAT’S INCLUDEDQuarterly Tax Advisory Meetings Full Business Tax Strategy Plan S-Corp Evaluation + Reasonable Compensation Guidance Industry-Specific Deduction Deep Dive Bookkeeping Review & Cleanup Guidance Quarterly Estimated Tax Calculations IRS Transcript Monitori...

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...