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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 (385) Tax preparation (110) Financial planning (337) Bookkeeping (75) Insurance consulting (76) Estate planning (12)

Top financial planning professionals

Caleb Bale

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.

Starting at
$85.00
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Caleb Bale

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.

Starting at
$85.00
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Somchay Nachampassack (Narich conseil)

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.

Starting at
Free
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Anita Hale

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

Starting at
Free
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Ian Webber

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?

Starting at
£35.00
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Jennifer Dial

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.

Starting at
Free
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Sara Griffin, AFC®

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...

Starting at
Free
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Michael Antoine

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.

Starting at
Free
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Vince A.

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...

Starting at
$50.00
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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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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
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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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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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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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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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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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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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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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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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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 4.5 out of 5.

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