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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 (413) Tax preparation (120) Financial planning (345) Bookkeeping (81) Insurance consulting (84) Estate planning (14)

Top financial planning professionals

Sofia Rocha e Silva

Sofia Rocha e Silva

🛟 Explica-me os impostos

Sessão individual de 90 minutos 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 d...

Starting at
€90.00
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BarrettStacey Accounting Limited

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...Hayleigh from the BarrettStacey Accounting Team 🤩.

Starting at
Free
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sFoundation Inc.

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
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Nico Fora

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

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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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 5.0 out of 5.

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