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 (413) Tax preparation (120) Financial planning (343) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top legal & finance professionals

K

Kelli Jones

Consultation for Lawyers - 30 minutes

Schedule your call so we can:discuss how social media can benefit YOUR firm (spoiler: it can help all firms);help identify what platforms to focus on based on your target audience;work on the language your target audience will respond to;talk about types of content that make sense for your firm;do a quick audit of your current social media presence, if applicableOR - you can also schedule to discuss business, building a law firm, or trademarks*This meeting is not refundable as I will be beginnin...

Starting at

Free

A

Assaf Ben David

1 hour Legal Consultation

Promotion Price for a 1 hour legal consultation call.Get practical answers to your legal or business questions$249 $199I'm an international commercial and startup attorney with over 10 years of experience.I help startups & high-tech companies, entrepreneurs and development companies.I can help you with (partial list):Ideation / ValidationNDAs (confidentiality)Founder's agreements.Freelancer AgreementsDistribution agreements.Pilot/Evaluation agreements.Service Provider AgreementsSaaS / Licens...

Starting at

$199.00

H

Helpsinistre

Entretien d’orientation – 15 min

Premier échange gratuit par téléphone ou visioconférence avec un expert Helpsinistre. Permet de comprendre brièvement votre situation (accident, sinistre, litige) et d’identifier si un accompagnement plus poussé est pertinent.Durée : 15 minutes – Sans frais ni engagement. 🛡️ Confidentiel | 🔍 Évaluation initiale | 🇨🇭 Spécialistes sinistres suisses____________________________________Free initial discussion by telephone or videoconference with a Helpsinistre expert. This enables us to gain a brief...

Starting at

Free

C

Chantea Nixon

Test with a Friend – Guided RON Training Session

Experience a complete Remote Online Notarization workflow from both the signer and notary perspectives.This 1:1 90-minute session includes:Real-time platform walkthrough (BlueNotary)RON scripting practiceResource access (scripts, videos, referral link)Performance feedback

Starting at

$95.00

A

Aderimike Lala

1:1 Money Clarity Session 💰✨ Giveaway

1:1 Money Clarity Session 💰✨Get clear, confident, and in control of your finances in just 60 minutes!Struggling with budgeting, saving, investing, or debt? Let’s tackle your biggest money questions together in a private 1:1 session designed to give you actionable insights and a personalized game plan for your financial goals.What You Can Ask Me About:✅ Budgeting Made Easy – Build a budget that actually works for YOU✅ Saving Smarter – Create an emergency fund or improve your savings strategy...

Starting at

Free

V

Vinoth Babu

Tirunelveli Sripuram Office - 15 Minutes

Direct Discussion in Sripuram Office, Tirunelveli

Starting at

Free

J

Jordan Wells

Bedrock Bookkeepers - Free 30 Minute Consultation

Let's talk about your bookkeeping needs and how I can potentially save you thousands of dollars. Select a date and time that works for you and you will be immediately scheduled in my calendar!

Starting at

Free

P

Philippe Lucas

Free Evaluation of Your Books

Let's Start With a Free AssessmentDuring this call, we will be reviewing your company's financial overall structure and current bookkeeping processes.You can choose between a phone, Zoom or Teams free consultation when booking the appointment. Under "Choose a Location", please click on the down arrow to see all 3 options.Looking forward to our conversation!Philippe LucasOwner & BookkeeperQuickBooks Certified ProAdvisorAccountability & Management Bookkeeping LLC

Starting at

Free

L

Life & Taxes Advisory Solutions LLC

Consultation with Kim for Bookkeeping

Consultations are billed at $150 per hour. During this time, we will discuss your bookkeeping software and/or bookkeeping clean-up.Meeting DetailsZoom link:Meeting ID:Please be prepared to share your screen and view mine (desktop works best).Meetings are scheduled back-to-back, so please arrive on time. You’ll be placed in a waiting room until your session begins to maintain confidentiality.Payment & PolicyOnce you book, you will be redirected to a PayPal payment page.Payment of $150 per hou...

Starting at

$150.00

R

Ram Bavanari

Explore Super visa& Visitor insurance, Life Insurance with Ram Bavanari, United Life Financial

During this call you will get complete understanding on how Super visa and Travel insurance works, Also we provide you with instant quotes and recommendations

Starting at

Free

N

Nigel Bettencourt

Book a 30-Minute Meeting

Book a 30-minutes phone call with me!Standard [email protected]

Starting at

Free

A

Adam Fernandez

Business Discovery Call

Whether you're looking to bring financial education to your community or you're committed to growing your brand through a partnership, thanks for your interest in working together!Let's discuss your organization's needs and how I can support them.Free call. No gimmicks. No obligations.

Starting at

Free

G

Gabriela Díaz

Prestamos Gobierno

Asesoría personalizada del producto Préstamos GobiernoGabriela DíazEspecialista en Préstamos Sector GobiernoTeléfono: 55 5550 9813 Ext.124WhatsApp: + 52 55 1567 4975

Starting at

Free

D

Dan Mendoza

Mortgage Review & Check-In with Dan

This is a complimentary mortgage review for my past clients either via Zoom or in-person in Tracy, CA.Whether you purchased recently or a few years ago, this check-in helps us ensure your current loan is still the best fit for your goals. We’ll review your rate, equity, and future plans to identify potential savings or opportunities.Looking forward to reconnecting and seeing how I can continue to support you!

Starting at

Free

E

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

L

Limitless Capital

Comprehensive financial planning, HNI/NRI consultations, PMS/AIF discussions, or deep-dives into tax and retirement planning.

A holistic deep-dive into your financial future.This 60-minute intensive session is for serious investors looking to build or restructure their entire wealth roadmap. We will look “beyond boundaries” to create a sophisticated strategy that covers all aspects of your financial life.Ideal for:• HNI & NRI Investors: Specialized planning including PMS, AIF, and taxation.• Full Financial Lifecycle: Retirement planning, child education, and estate planning.• Asset Allocation: Detailed structuring...

Starting at

Free

S

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

J

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

F

Felix Schnella

Persönliche Finanzberatung

Du möchtest eine Beratung zu Finanz- und Versicherungsangelegenheiten?Wir beraten Dich in einem persönlichen Gespräch zu all Deinen Finanz- und Versicherungsangelegenheiten.

Starting at

Free

P

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

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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 4.8 out of 5.

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