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

M

Marian

Tax Relief & Resolution Session

Feeling stuck, overwhelmed, or unsure what to do about your IRS situation?This private strategy session is designed to help you understand your options and get a clear plan of action. During our time together, we’ll:✅ Review your current tax situation✅ Identify what notices you've received or actions are pending✅ Determine whether you qualify for relief like audit defense, OIC, penalty abatement, or payment plans✅ Recommend the service best suited to your case✅ Answer your most urgent quest...

Starting at

$397.00

D

David A Norman SR

60 Minute Financial Wellness Consultation

A guided conversation to understand your financial behaviors and shape a clear path forward. Service OverviewThe 60‑Minute Financial Wellness Consultation is a structured, insight‑driven session with David A. Norman Sr. designed to help you understand your current financial position and the behaviors influencing your financial future. Through guided discussion and pre‑session assessments, you’ll gain clarity, direction, and actionable next steps.What’s IncludedThree Core PillarsYour Relationship...

Starting at

$250.00

Y

Your Credit BFF

1:1 VIP Credit strategy call

Say goodbye to Financial and Credit Struggles Forever Experience the Revolutionary credit program that's Transforming the Lives of MillennialsImagine having complete clarity on when and how to boost your credit score, allowing you to reach your financial goals faster than you ever thought possible. Whether you want to buy your first home, invest in real estate, or travel for free using credit rewards, our VIP Strategy Call is designed to help you achieve just thatYou're not alone in this jo...

Starting at

$297.00

D

Diamond Senior Living

Meet with Tiffany

"Fast, Focused Financial Advice"Busy schedule? No problem. With over a decade of experience, Tiffany can help you navigate key financial decisions and provide actionable advice tailored to your unique situation. From budgeting to investing, she offers concise and effective guidance that fits into your day. Book your session with Tiffany now and see how a little time can make a big difference.Notable Accolades:Chief Operations Officer of Meridian Venture PartnersExecutive Professional at Universa...

Starting at

Free

A

Angel Hartfield

15 Minute Meeting

Welcome to Legna Financials! We know your time is limited, so please schedule a short 15 minute consultation. We can help with anything from personal budgeting to business bookkeeping to taxes and advisory.

Starting at

Free

C

Cut Up Debt

Free New Client Consultation

During this meeting, we will discuss your unique situation and available options. We aim to find the best solution for you, even if it means referring you to another service provider.

Starting at

Free

T

TheNerryGroup

30 Minute Initial Meeting

Book an initial 30 minute consultation so we can see how we can help you.Bespoke 30 minutes to go through any or all of the following topics to help you achieve your financial goals;Achieving your Financial GoalsMoney ManagementDebt ManagementSelf-Employed Tax efficiencyPersonal Mortgages and HousingBuy to Let and Commercial PropertyRetirement PlanningInvestmentsCost: £199Note:If you prefer a longer session instead, please book our 2 hour bespoke session£750

Starting at

£199.00

Z

Zehra Cheval

Get investment ready!

PSA: Hitting the jackpot at the slots can feel like winning the lottery, but it's not a reliable way to secure your financial future.With real estate, you’re not relying on luck — you’re taking steps intentionally to make sure you end up where you want to be, with a secure financial future, not just for you, but for your future generations.Investing in real estate is a reliable way to build long-term wealth. It’s not impossible, it’s not just for the privileged and already wealthy, it’s a way ou...

Starting at

CA$399.00

S

Somchay Nachampassack (Narich conseil)

2/ RDV de découverte (R1) : 1h30

C’est le moment d’appréhender vos besoins et vos objectifs de vie. Ce sera l’occasion de me remettre des documents habituels pour analyser votre situation financière et patrimoniale.

Starting at

Free

S

Somchay Nachampassack (Narich conseil)

3/ RDV de préconisation (R2) : 1h30

C’est le moment de découvrir la stratégie patrimoniale en cohérence avec la prise en compte de vos besoins, votre situation du moment et les actions à mener pour atteindre vos différents objectifs.

Starting at

Free

C

Client Success Manager

Business Credit Audit - Signature Concierge $249.99

Book a meeting with me for 30 minutes!

Starting at

$249.99

R

Ryan Garrison

Passive Investing in Real Estate

Conversation with Ryan Garrison about lower risk investing in real estate projects.

Starting at

Free

C

Corey M Stackhouse, CFP®

(45 min ZOOM) Prospective Client 1st Appt Request

These times are available for prospective clients looking to understand more about the services offered by Stack Enterprises - I look forward to our conversation!Corey M Stackhouse, CFP®Founder | Financial Advisor | Insurance Agent(660)570-4114 & [email protected]

Starting at

Free

M

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.

Starting at

Free

K

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.

Starting at

SGD 150.00

T

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...

Starting at

$1,000.00

D

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...

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

L

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

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

Frequently asked questions

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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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