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 (370) Tax preparation (108) Financial planning (339) Bookkeeping (77) Insurance consulting (73) Estate planning (11)

Top financial planning professionals

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Neil Sargisian

💼 Book Your 30-Minute Business Financing Consultation

Highbrow Capital–Business Finance Consult Schedule a complimentary 30-minute video consultation with a Business Finance Broker at Highbrow Capital–Business Funding Solutions–a brand of Ecom Economics, LLC.Looking to fund your next stage of growth? Whether you’re launching, expanding, or navigating cash flow challenges, we’ll explore financing options tailored to your business goals—including working capital, lines of credit, equipment financing, and more.✅ What to Expect:A focused conversation...

Starting at

Free

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Marian

Business Finance or Tax Strategy Consultation

Need help making a smart financial decision for your business? Whether you're thinking about buying new equipment, planning for tax season, or just want a clearer picture of your numbers—this call is for you.During our session, we’ll:✅ Review your current situation or purchase decision✅ Discuss tax strategies like Section 179 or depreciation✅ Explore whether financing or paying cash makes the most sense✅ Map out next steps that align with your goals and cash flowTo make our time together as...

Starting at

$250.00

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Dr. Cozette M. White

Tax Pro Power Call: Software, Profits & Protection!

Ready to stop overpaying for tax software and start keeping more of your refund advance profits?On this free Tax Pro Power Call, we’ll walk through how Curative Tax Software helps tax professionals like you:Keep more of your bank product feesStay compliant with IRS due diligenceGet real mentorship to grow a profitable, audit-ready tax officeThis isn’t just a demo. It’s your first step to running your office like a CEO.

Starting at

Free

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Cory Burnett

Follow-Up

This booking is used for many reasons, such as: - Answering important questions after discussing financial concepts and / or the way ahead for your financial journey, - Implement recommendations and solutions to lift you closer to your financial goals. - Complete any unfinished recommendation implementation towards your financial goal. - Revisit all strategies implemented to ensure timelines are being followed. We strive to answer all questions and help you get to your desired financial outc...

Starting at

Free

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Cory Burnett

Financial Needs Analysis

Are you where you thought you would be financially? Are you satisfied with the balance in your savings and retirement accounts? Do you have the time to do the things you've always wanted to do? When was the last time you took a thorough look at your finances? Schedule a compliementary financial needs analysis to determine where you are right now, and where you can be.

Starting at

Free

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Peter Tsambounieris

Investment Policy Statement Delivery

We will deliver your Investment Policy Statement, discuss your portfolio's structure and reiterate your goals.We will discuss the account opening and next steps

Starting at

Free

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Ryan Patrick Hunt

Discovery Call for Veteran Business Lending

Book a Call with the Veteran Lending Team 🇺🇸Welcome! The Veteran Lending Team is dedicated to helping veteran-owned businesses grow, scale, and thrive. Whether you're just starting out or expanding operations, we offer a full suite of funding solutions tailored to your needs — including commercial lending, lines of credit, equipment financing, SBA loans, and more. ✅ Fast, veteran-friendly lending ✅ Personalized funding strategies ✅ Support from a team who understands your missionChoose a time...

Starting at

Free

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KC de Guzman

Financial Planning

Let’s make your money work for the life you want.🔎 New here? Learn more about me.In this session, we’ll talk about your financial goals—and focus on what matters most to you. Whether that’s:Risk planning (how to protect your income)Wealth planning (how to build and grow your money)Estate planning (how to prepare your legacy)We’ll explore the best strategies and financial instruments that match your needs.This is a personalized consultation, not a one-size-fits-all approach. It’s a two-way conve...

Starting at

PHP 99.00

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Obsidian Adebayo

Investor Consultation (Creator Economy)

The creator economy is one of the fastest-growing sectors — but identifying real opportunities requires sharp analysis and strategic alignment.In this session, I’ll work with you to:Clarify your risk appetite and investment targetsWalk through current opportunities and market trendsShare actionable recommendations on how to approach this spaceIf you’d like ongoing sourcing of creator economy businesses, I also offer a retainer-based service for deeper deal flow support.

Starting at

£2,500.00

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Hdg Bookkeeping LLC

Discovery Call

First call to discuss what I can do for your business and cost for services.Please answer the required questions in order for me to give you the most accurate pricing. Pricing is based on amount of work.

Starting at

Free

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Sofia Rocha e Silva

🛟 Explica-me os impostos

Sessão individual de 2 horas para trabalhadores independentesEsta sessão consiste numa explicação, da minha parte, de como funcionam os impostos para trabalhadores independentes para o teu caso em concreto.Pontos da estrutura da sessão:O que é/como funciona o regime simplificadoResumo das obrigações mais importantes para trabalhadores independentesSegurança SocialIVAIRSQuais são os prazos a cumprirQuais são as declarações a entregarEmissão de faturasAjudas específicas (mediante envio prévio de i...

Starting at

€90.00

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BarrettStacey Accounting Limited

Discovery Call with BarrettStacey Accounting

This link is to book a short discovery call. Please allow up to 15 minutes of your time 😊Please ensure the correct telephone number is entered, and provide as much information as possible to help me prepare for our call.If insufficient information is provided, we may need to reschedule our call.Video calls are available on request.I am looking forward to speaking with you and getting to know you and your business.Speak soon...Angie from the BarrettStacey Accounting Team 🤩.

Starting at

Free

S

sFoundation Inc.

20-min Free Accounting, Finance, or Bookkeeping Consultation Yelp

Book a 20-minute free accounting, finance, or bookkeeping consultation call with us.

Starting at

Free

E

Elite Consulting

📅 Prenota la tua Consulenza di 30 Minuti

👉 Ogni anno guadagni 100 e te ne restano solo 40. Lo Stato è il tuo socio occulto e prende più di te.Se resti fermo, rischi multe, controlli retroattivi e persino il blocco dei conti.Con Elite Consulting ribalti il gioco: strutturiamo la tua azienda all’estero, ti proteggiamo legalmente e ti mostriamo come ottenere residenza e 0% tasse in totale sicurezza.💼 Durante la call ricevi:Analisi chirurgica della tua situazione fiscaleLa giurisdizione perfetta per il tuo business (Wyoming, Delaware…)Il...

Starting at

Free

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Nico Fora

The Financial Power Hour

Here's what you get in your 60-minute Financial Power Hour:✅ Your real savings target - Find out exactly how much you actually need✅ Your 2-3 biggest financial obstacles - We pinpoint what's slowing you down right now and what to do about each one✅ Your honest timeline - Know exactly when you'll reach your objective based on where you are today✅ Your starter action plan - The exact next steps to take, in orderYou'll walk away with a clear plan and the tools to execute it.Spots are limited, s...

Starting at

€125.00

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Julio van Leeuwaarde

15 Minute Meeting

Join Julio van Leeuwaarde for a focused 15-minute session to explore your financial outlook and identify quick, actionable steps you can take. In this fast-paced meeting, you’ll receive a concise forecast—delivered in about 57 seconds—with practical takeaways you can apply right away. The session is conducted in English and priced at EUR 197.00, offering a concise, high-value format for busy professionals seeking clarity and direction on their finances.

Starting at

€197.00

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Clyde Etiënne

Meeting Etiënne Finance

Welcome to the Etienne Group Strategic Access Calendar.This exclusive booking platform is reserved for business leaders, strategic partners, and investors interested in high-impact opportunities within our ecosystem:• Finance — Precision accounting & strategic financial structuringEvery conversation is confidential, purpose-driven, and centered on mutual value creation.Select a time that works best for you.You’ll receive a confirmation email with your meeting link and any relevant preparatio...

Starting at

Free

V

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

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

O

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

Frequently asked questions

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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 4.8 out of 5.

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