Directory by TidyCal
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 (390) Tax preparation (105) Financial planning (337) Bookkeeping (78) Insurance consulting (77) Estate planning (12)

Top legal & finance professionals

Kimberly Coutu

Kimberly Coutu

Free Financial Review

Free Financial Review introductory appointment.

Starting at
Free
Book now
Mandi Davenport

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
Book now
Anthony Pallarca

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
Book now
Moses Nelson

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
Book now
Nate StJohn

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
Book now
Jamie Blair

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
Book now
Adriano Valente Rocha

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
Book now
Ryan @AlloFunding

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
Book now
Dr. Howard Polansky, DMD, MBA

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
Book now
Dr. Howard Polansky, DMD, MBA

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
Book now
Enrico Kalinka | Peak Finances

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
Book now
Luca Bersella

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
Book now
Patricia C_Turning Pt Bookkeeping

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
Book now
Patricia C_Turning Pt Bookkeeping

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
Book now
sFoundation Inc.

sFoundation Inc.

20-min Discovery Call CPI

Book a 20-min discovery call with us.CFO and Bookkeeping Services.https://www.sfoundation.ioAsk us about the 100% money-back guarantee on our bookkeeping services.

Starting at
Free
Book now
John Hill

John Hill

Domestic Utility saving discussion

Book a meeting with me for 60 minutes! and let’s see if we can save you money on must pay bills

Starting at
Free
Book now
Kristin Delfau

Kristin Delfau

Starting Out, Starting Over

Who this is for:Starting Out: You are new to "adulting" and want to make sure that you are laying excellent groundwork for success.Suggested topics: Tax withholding on your paycheckManaging your taxes and limiting surprisesStarting to save for retirementThings to consider when buying a homeGetting the right car/home/renters insuranceUnderstanding your medical insuranceHow to start investingStarting Over: You are newly divorced, widowed or handling financial things for the first time on your own....

Starting at
$250.00
Book now
Adam Youhanna

Adam Youhanna

Complimentary Mortgage Review Call

This call is where we dive deep into your short and long term goals for you and your family. This allows me as your Mortgage Advisor to really learn about you in order to provide a successful strategy that's unique to you. I am looking forward to speaking with you!

Starting at
Free
Book now
Marsha Y. Agbabiaka & Cameron Ellis

Marsha Y. Agbabiaka & Cameron Ellis

Wealth Building Roadmap

Can't wait to see you at our upcoming session! I'm beyond excited to guide you on a transformative journey that could change your future for the better. Together, we'll unlock potential opportunities and create the wealth-building roadmap that you deserve. Here's to growth, and financial freedom!

Starting at
Free
Book now
Eduardo Mendoza

Eduardo Mendoza

Asesoría financiera personalizada para jubilarte con tranquilidad - Agenda tu consulta gratuita

Mi nombre es Eduardo Mendoza, soy un asesor financiero enfocado en ayudar a profesionistas y empresarios de PYME de entre 25 y 50 años a planear su futuro financiero en las áreas de ahorro, protección y retiro. Me gusta trabajar con personas proactivas que se preocupan por hacer crecer sus negocios al tiempo que protegen sus ingresos y planifican su retiro.Mi especialidad es cubrir las necesidades de ahorro, protección y retiro de mis clientes. Puedo ayudar a diseñar un plan personalizado de aho...

Starting at
Free
Book now

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 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 4.7 out of 5.

Browse more categories

Events & Entertainment

115 providers

Consulting

105 providers

Education & Tutoring

80 providers

Home & Lifestyle

49 providers

Health & Wellness

46 providers

Marketing & Growth

22 providers

Ready to get started?

Book a top-rated legal & finance professional or create your own booking page.

Browse providers Create your free page

No credit card required