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 (379) Tax preparation (107) Financial planning (336) Bookkeeping (76) Insurance consulting (74) Estate planning (11)

Top legal & finance professionals

Brittney Brock

Brittney Brock

Safe Money Alternatives

Are you getting ready to retire and take your Pension or move your 401K/IRA? 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 Asset Allocation Meeting with me to talk about those buckets.

Starting at
Free
Book now
Olivia Hernández Monroy

Olivia Hernández Monroy

Asesoría Préstamos IMSS

Hola has sido reservado una reunión para recibir un préstamo IMSS.Olivia Hernández MonroyEspecialista Péstamos IMSSTelefono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at
Free
Book now
Sense Ananti Group

Sense Ananti Group

Free 30 Mins Discovery Meeting

Thank you for scheduling a free 30-minute consultation with Sense Ananti Group!Consultation Structure:• 00:00-05:00 – Introduction• 05:00-20:00 – Client Situation Assessment• 20:00-25:00 – Service Package Presentation• 25:00-30:00 – Q&A/Wrap-Up/Next StepsWe look forward to helping you take the first step towards financial confidence!

Starting at
Free
Book now
Justin Wells

Justin Wells

DROP Retirement Strategy Consultation – Keep Uncle Sam’s Hands Out of Your Pocket

Are you a state employee with DROP (Deferred Retirement Option Program) benefits? Without the right plan, you could lose tens of thousands to taxes or market risks.During this complimentary 30-minute consultation, we’ll help you:✅ Understand your DROP payout options and potential tax impacts.✅ Learn how to roll your payout into a Fixed Annuity for guaranteed lifetime income.✅ Avoid unnecessary taxes, higher Medicare premiums, and market losses.✅ Create a personalized retirement plan to secur...

Starting at
Free
Book now
Patti Bracey

Patti Bracey

Discovery Call

During this call, we'll take time to understand your unique circumstances, answer your questions about our services, and determine the best path forward. You'll gain clarity on potential solutions while we assess how we can most effectively support your business and financial goals.This no-obligation conversation allows both parties to ensure we're a good fit before moving forward with any formal engagement. Come prepared to discuss your current situation, immediate needs, and long-term objectiv...

Starting at
Free
Book now
Piero Di Bello

Piero Di Bello

Consulenza Gratuita Online

Proteggi la tua Famiglia e la tua ImpresaIn questi 20 minuti sarò a tua disposizione per rispondere a tutte le tue domande.La consulenza è pensata per aiutarti a chiarire dubbi e offrirti un quadro generale e completo della tua situazione.Questo incontro ti permetterà di decidere liberamente se i nostri servizi sono in linea con le tue esigenze.I NOSTRI SERVIZI Asset protection & risk management: proteggi il patrimonio da crisi di liquidità, contenziosi e conflitti familiari. Pianificazione...

Starting at
Free
Book now
Steve Klinenberg

Steve Klinenberg

Fractional CFO Intro session

Join Steve Klinenberg for a concise Fractional CFO Intro session to quickly discover how outsourced financial leadership can support growth, profitability, and strategic decision-making.In just 30 minutes, you'll receive a brief overview of services, a quick needs assessment, and clear next steps to determine if fractional CFO support is right for your business.

Starting at
Free
Book now
Ensure Benefits

Ensure Benefits

Fast yet Meaningful: Overpaying Uncle Sam?

In this 18-minute discovery session led by Ensure Benefits, we'll explore whether your organization is unknowingly overpaying taxes and missing opportunities to optimize benefit packages without increasing anyone's monetary contributions.You can expect a rapid assessment of your current benefit structure and tax considerations, along with practical, actionable steps to fix inefficiencies and maximize value for you and your team.Why attend: uncover potential savings, benchmark against best practi...

Starting at
Free
Book now
Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Due North Creatively & DN Finanical Services - https://duenorthcreatively.com/

Financial Service Direction Consultation

A focused, one-time session to review your current financial or bookkeeping setup, clarify what support you need, and determine the best next step for your business.Booking PolicyThis session requires valid contact information at the time of booking.Appointments missed without notice or booked with incorrect contact details are non-refundable.If you need to reschedule, you may do so up to 12 hours before your session.Account RequirementsNo software is required for this consultation.If you decid...

Starting at
$20.00
Book now
Enrico Kalinka | Peak Finances

Enrico Kalinka | Peak Finances

Kurzgespräch - Short Call

Kurzer Austausch zu Deinen Beweggründen, Vorstellungen & Zielen, bzw. deinen Fragen:Analyse deiner Möglichkeiten anhand deiner individuellen Ziele. Diese können Investment Möglichkeiten in Immobilien, sowie börsennotierten/nachhaltigen Anlagen oder auch physischen Edelmetallen sein.Gern auch per Telefon: 0151 70159522---------------------------------------Short consultation about your motivations, ideas, goals, or any questions you may have.Together we will look at your personal situation an...

Starting at
Free
Book now
sFoundation Inc.

sFoundation Inc.

Free 45-min Bookkeeping Needs Assessment W

Book a free session with us!Ask us about the 100% money-back guarantee on our bookkeeping services.

Starting at
Free
Book now
Richelle Skrilec

Richelle Skrilec

3 Hour Private QuickBooks™ Bookkeeping Training / Consulting

Is your paperwork piling up? Blue Shadow Solutions can help.During this hands-on, interactive online session, you’ll learn how to turn your receipts and paperwork nightmares into a smooth, easy, and effective bookkeeping process using QuickBooks™ Online or QuickBooks™ Desktop. We will share screens and we’ll start by ensuring your books are set up properly. We’ll also enter some of your actual receipts, expenses, invoices, etc. together, and we’ll cover everything from A/R to A/P,...

Starting at
Free
Book now
Shannon Sonneveldt

Shannon Sonneveldt

Free Consultation

This meeting is to talk more in depth about your needs and challenges to understand how I may be able to help.

Starting at
Free
Book now
Julia Berkhout

Julia Berkhout

15min Call

Please book an appointment time that suits you for your Video conferencing or phone call

Starting at
Free
Book now
Sven Milder

Sven Milder

Investor Relations Catch Up Call

Pick your preferred slot!

Starting at
Free
Book now
Dr Marilyn

Dr Marilyn

PRIVATE MONEY LOAN CONSULT

BOOK YOUR LOAN CONSULT HERE If ANY of these conditions apply:NEED TO FIX UP YOUR PROPERTIES due to Storms or Pending Storm Threats, etc.?STRUGGLING TO GET THE MONEY YOU NEED to upgrade and protect your non-owner occupied properties for the long haul?LOOKING TO PURCHASE ANOTHER PROPERTYto buy, fix & flip or buy, fix & hold?NEED TO REFINANCE to pull Cash Out of your equity for professional development? New business ventures?? New Property Acquisitions?If you’ve got a deal, we’re here to re...

Starting at
Free
Book now
Corey M Stackhouse, CFP®

Corey M Stackhouse, CFP®

(20 min ZOOM) Quick Conversation

This is a ZOOM Call for discussing quick topics (Flexible Topic Type)Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at
Free
Book now
TheNerryGroup

TheNerryGroup

Peggy - Business finance for SME's

Lets discuss how you can save money (and taxes) within your business.Topics we can discuss will include but not limited to;How to file and manage your accounts yourself to not rely on an accountant.What deductions can you utilise in your business now that you may have missed.Reviewing your previous years taxes and how they could have been improved.How to plan your profit to stay under a specific threshold.How to plan the profit in your business to match personal life events and goals.Note:If you...

Starting at
£350.00
Book now
Nichole Shelton JD MBA MSCTA

Nichole Shelton JD MBA MSCTA

Black Law Street Directory - Featured Attorney Interview

Black Law Street, a national directory website that is launching soon, with the purpose of connecting potential clients with Black attorneys and legal professionals across various practice areas nationally.We would love to feature you in an interview for the Black Law Street YouTube channel and podcast, which can also be linked to your directory profile. The interviews should take no more than 10-15 minutes and can be done on Zoom with Nichole.Thank for agreeing to be featured on the site. Our g...

Starting at
Free
Book now
Lloyd Law Firm, PLLC

Lloyd Law Firm, PLLC

JBA Consultation

Book a comprehensive 30-minute consultation with Lloyd Law Firm, PLLC to explore your legal needs in detail. This session is designed to thoroughly assess your situation and provide you with the best possible guidance.Key Features:Duration: 30 minutesLocation: Virtual Focus: Personalized assessment of your legal needsOutcome: Clear understanding of possible legal strategies and next stepsWhat to Expect:Initial Assessment: Brief review of your legal concerns and objectives.Discussion: In-depth c...

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 4.9 out of 5.

Browse more categories

Events & Entertainment

126 providers

Consulting

117 providers

Education & Tutoring

86 providers

Home & Lifestyle

52 providers

Health & Wellness

51 providers

Spiritual & Faith

23 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