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Financial planning

Best financial planning professionals

Browse top-rated financial planning professionals on TidyCal. Compare ratings, read reviews, and book your session in just a few clicks.

All Legal consulting (403) Tax preparation (115) Financial planning (337) Bookkeeping (80) Insurance consulting (80) Estate planning (15)

Top financial planning professionals

Suzy Mallett

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

Starting at
Free
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Caroline Passmore

Caroline Passmore

Accounting Clarity Call

Book a clarity call with me for 30 minutes to discuss your specific business needs!I look forward to hearing more about your business.You will be redirected to a New Client Questionnaire after you schedule the meeting. Please complete the form, so I can learn as much about your business as possible before we meet so our meeting can be as productive as possible as possible!Thank you!The CRP Specialists, Inc. team

Starting at
Free
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Kameel

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.

Starting at
SGD 150.00
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Ms. Fixit

Ms. Fixit

Credit Audit & Strategy Call

This service includes a full review of the client’s credit report, identification of negative factors, dispute viability assessment, and a personalized credit restoration strategy.This service does not guarantee deletions, score increases, or specific outcomes. Results vary based on creditor and bureau response.To complete your credit audit, we need full access to all three credit bureaus (Equifax, Experian, and TransUnion) through a secure third-party credit monitoring service.The monitoring se...

Starting at
$97.00
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Ayooluwa Akande

Ayooluwa Akande

ABC Clarity Session (2 Hours) - $200 + HST

A focused one on one session that includes an overview of your finances and current situation. You will leave with clear direction, practical next steps, and helpful materials to guide you forward.

Starting at
CA$230.00
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Luntadila Paulo, CPA, MBA

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

Starting at
Free
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Michelle Salinas

Michelle Salinas

Expanding Money: Build & Protect Your Living Legacy

Ready to conquer the world of life insurance with clarity and confidence? Join our 30-minute session tailored just for you!What’s on the agenda? We're here to offer free, no-strings-attached guidance to demystify your options and compare costs and coverage.Walk away with:Practical steps to shield your family’s financial futureA solid understanding of your current planSmart strategies to up your insurance gameThis session is THE go-to if you’re desiring unbiased advice and straight-up answers to...

Starting at
Free
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Dr. Howard Polansky, DMD, MBA

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...

Starting at
Free
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Moses Nelson

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.

Starting at
Free
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Odel Hilgendorf

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.

Starting at
$200.00
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Dr. Wendy G. Wilson

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...

Starting at
Free
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True Values Global Corporation

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...

Starting at
$1,000.00
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Christina Eggleton MIAB

Christina Eggleton MIAB

Power Hour: Tailored Accounting & Tax Support

A 60-minute 1:1 session with the founder and director of Next Level Accountancy, designed to give you expert, bespoke advice on your accounts and tax. Whether you're looking for guidance, clarity, or actionable strategies, this session is all about you and your business.Perfect for:✅ Startups – Get the right advice from the start and have all your questions answered.✅ Businesses using accounting software – Learn how to optimise it for your specific needs.✅ DIY accountants – If you handle most...

Starting at
£249.00
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Carlton Finley

Carlton Finley

Kid's Planning Seminar

ATTENTION PARENTS!It's summer vacation! As responsible parents, we are always looking for ways to provide the best for our children. Our firm will be hosting this free online seminar on: Thursday, June 27th at 5pm PST / 8pm EST. The seminar will cover Head Start & college plans, how to set up wills/trusts, and even things you can teach your kids about money! It’s one of the best we host all year. ☀️Topic: Planning For Your Child's Financial FutureJoin Zoom Meetinghttps://us02web.zoom.us/j/82...

Starting at
Free
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Your Credit BFF

Your Credit BFF

1:1 VIP Credit strategy call

Say goodbye to Financial and Credit Struggles Forever Experience the Revolutionary credit program that's Transforming the Lives of MillennialsImagine having complete clarity on when and how to boost your credit score, allowing you to reach your financial goals faster than you ever thought possible. Whether you want to buy your first home, invest in real estate, or travel for free using credit rewards, our VIP Strategy Call is designed to help you achieve just thatYou're not alone in this jo...

Starting at
$297.00
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Your Credit BFF

Your Credit BFF

1:1 VIP Credit strategy call 30 Day Follow-up

Say goodbye to Financial and Credit Struggles Forever Experience the Revolutionary credit program that's Transforming the Lives of MillennialsImagine having complete clarity on when and how to boost your credit score, allowing you to reach your financial goals faster than you ever thought possible. Whether you want to buy your first home, invest in real estate, or travel for free using credit rewards, our VIP Strategy Call is designed to help you achieve just thatYou're not alone in this jo...

Starting at
$297.00
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Beverley Harris-Alvarez

Beverley Harris-Alvarez

60-Minute Financial Strategy Session

Join Beverley Harris-Alvarez for a 60-Minute Financial Strategy Session, a focused deep dive into your business financial goals and growth strategy. Expect practical insights on your current financials, growth opportunities, and a prioritized, actionable plan with clear next steps you can implement right away.The session is priced at $60 USD, providing high-value guidance designed to support strategic decision-making.

Starting at
$150.00
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Ask Banker LLC

Ask Banker LLC

Introduction & Risk Assesment

Special Introductory Offer: $97Unlock your business’s financial potential with our exclusive introductory consultation. At Ask Banker LLC, we understand entrepreneurs' unique challenges and are committed to providing top-tier financial guidance tailored to your needs. For a limited time, we’re offering a comprehensive consultation and risk assessment package for just $97 – a significant discount from its typical value of $975.What’s Included:1. Initial 60-Minute Consultation Call:We begin with a...

Starting at
$97.00
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Erika García Marmolejo

Erika García Marmolejo

Pensiones ISSSTE

Asesoría personalizada para ver tu pensión ISSSTEErika García MarmolejoEspecialista en pensiones ISSSTETeléfono:55 5550 9813 Ext.124 WhatsApp:+ 52 55 1567 4975 Erika García MarmolejoEspecialista Cooperativa ICICTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Olivia Hernández Monroy

Olivia Hernández Monroy

Asesoría para tu pensión ISSSTE

Hola has sido reservado una reunión para recibir una asesoría para tu pensión ISSSTE.Olivia Hernández MonroyEspecialista en Pensiones ISSSTETelefono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
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Frequently asked questions

Browse the providers listed above, choose one that fits your needs, and click "Book now" to select an available time slot. You can book instantly without creating an account.

Some financial planning 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 financial planning providers is 5.0 out of 5.

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