Best legal & finance professionals

Belema Ronabere

US Personal Bank Account Consultation

We'll discuss the process of setting up a US personal bank account as a non US citizen without visiting the US.All bookings including no-shows are non-refundable. Rescheduling within 24 hours of the appointment is not allowed.

Terrill Jenkins

Jenkins-Financial Group 30 Minute Meeting

Book a meeting with me for 30 minutes!

Broker Seguros

Plan de inversión 📊

💲 Aumente su patrimonio invirtiendo 📈 Acceda a un portafolio de productos que le brindan retornos mas altos que el promedio.En esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

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.

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.

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...

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...

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.

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

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...

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

Samaniego & Associates

Financial Checkup – Complimentary Consultation

Let's make sure your financial plan is working as hard as you are.This is a one-on-one meeting with Omar Samaniego, Financial Professional with Samaniego & Associates.Take the first step toward a more confident financial future with a complimentary Financial Checkup from Samaniego & Associates.During this one-on-one meeting, we'll review your current financial picture, discuss your goals, and identify opportunities to help better protect your family, grow your retirement savings, and pre...

SIMONA BASEGGIO

60 minuti - Consulenza Simona Baseggio

Foundrs

Kennismaking met Silke

Maak kennis met Silke in een korte, doelgerichte sessie van 15 minuten. Deze kennismaking biedt een overzicht van de samenwerking, verwachtingen en mogelijke vervolgstappen. U kunt uit de sessie halen wat u kunt verwachten van de samenwerking, welke meerwaarde Silke biedt en hoe dit aansluit bij uw doelstellingen. Deze sessie is ideaal om snel af te stemmen en een basis te leggen voor toekomstige contacten.

Kate De Zoysa

Financial Planning Discovery Meeting - 45 min

Financial Planning Discovery Meeting

Enrico Kalinka | Peak Finances

Wechsel in die PKV vor 2027: Optionen jetzt prüfen

Wechsel in die PKV vor 2027: Optionen jetzt prüfen2027 wird der Wechsel von der gesetzlichen in die private Krankenversicherung für viele schwieriger, weil die Versicherungspflichtgrenze steigt. Im kurzen Gespräch prüfen wir, ob ein Wechsel für dich möglich ist und wie wir das bis Ende Oktober umsetzen können. Buch jetzt deinen Termin.

Enrico Kalinka | Peak Finances

Switching to PKV before 2027: check your options now

Switching to PKV before 2027: check your options nowIn 2027, switching from statutory to private health insurance gets harder for many people because the income threshold goes up. In a short call, we'll check whether a switch is possible for you and how we can get it done by the end of October. Book your slot now.

Caesar & Gadringer Finanzberatung GmbH

Finanzberatung – persönliches Erstgespräch mit Roman

Im Erstgespräch lernen wir deine persönliche und finanzielle Situation kennen und klären, wobei wir dich unterstützen können. Als Mehrfachagentur und Vermögensberater beraten wir dich zu Versicherungen, Absicherung, Vorsorge, Vermögensaufbau und Finanzierung. Dabei betrachten wir deine Situation ganzheitlich und erarbeiten gemeinsam passende Lösungen.

Patricia C_Turning Pt Bookkeeping

Bookkeeping_Paid Diagnostic QBO Review with 15 Minute Meeting

Paid Diagnostic QuickBooks Online Review with a 15-minute Zoom meeting!For $257.00We will review your Accounting system file and provide you with a diagnostic report with our findings. In the video call meeting, we will go over our suggestions & how we would help you get your booking organized, complete, and ready to file taxes.Process of this service:1. You pay for the Diagnostic Review2. Answer the questions after payment is processed3. We will give you a call and/or email with instruction...

Patricia C_Turning Pt Bookkeeping

Bookkeeping_Paid Diagnostic Xero Review with 15 Minute Meeting

Paid Diagnostic Xero File Review with a 15-minute Zoom meeting! For $257.00We will review your Accounting system file and provide you with a diagnostic report with our findings. In the video call meeting, we will go over our suggestions & how we would help you get your booking organized, complete, and ready to file taxes.Process of this service:1. You pay for the Diagnostic Review2. Answer the questions after payment is processed3. We will give you a call and/or email with instructions on ho...